Comparing DNA Results – Different Tests at the Same Testing Company

Several people have asked about different tests at the same DNA testing company. They wondered if matching is affected, meaning whether your matches are different if you have two different tests at the same company. Specifically, they asked if you are better off purchasing a test AT a DNA testing vendor that allows uploads, rather than uploading a test from a different vendor. Does it make a difference to the tester or their matches? Do they have the same matches?

These are great questions, and the answer isn’t conclusive. It varies based on several factors.

Having multiple tests at the same DNA testing company can occur in three ways:

  • The same person tests twice at the same DNA testing company.
  • The same person tests once at the DNA testing company and uploads a test from a different testing company. Only two of the primary four DNA testing companies accept uploads from other vendors – FamilyTreeDNA and MyHeritage.
  • The same person uploads two different files from other DNA testing companies to the DNA testing company in question. For example, the DNA company could be FamilyTreeDNA and the two uploaded DNA files could be from either MyHeritage, 23andMe or Ancestry.

All DNA testing companies allow users to download their raw DNA data files. This enables the tester to upload their DNA file to the vendors who accept uploaded files. Both FamilyTreeDNA and MyHeritage provide matching for free, but advanced tools require a small unlock fee of $19 and $29, respectively.

Testing Company Accepts Uploads from Other Companies Download Upload Instructions
23andMe No Instructions here
Ancestry No Instructions here
FamilyTreeDNA Yes, some Instructions here
MyHeritage Yes, some Instructions here

I wrote about developing a DNA testing and transfer/upload strategy, here, and about which companies accept which tests, here.

Not all DNA files are created equal. Therefore, not all files from vendors are compatible with other vendors for various reasons.

Multiple Tests at the Same DNA Testing Company

I have at least two tests at each of the four major vendors. I did this for research purposes, meaning to write articles to share with you.

If you actually test twice at a vendor, meaning purchase two separate tests and take them yourself, you will have two test results at that testing company. At some companies, specifically 23andMe, if you purchase a new test through their “upgrade” procedure, you won’t have two tests, just the newer one.

However, if you’re testing at the DNA testing company, and also uploading, I generally don’t recommend more than one test at each vendor. All it really does is clog up people’s match lists with no or little additional benefit. At 23andMe, with their restrictions on the size of your match list, if everyone had two tests, the effective match limit would be half of their stated limit of about 1500 matches for earlier testers and about 5000 for current testers with subscriptions.

So, in essence, I’m telling you to “do as I say, not as I do.” We all have better things to do with our money rather pay for the same test twice. If you haven’t tested your Y-DNA or mitochondrial DNA, that’s much more beneficial than two autosomal tests at one vendor.

Chips and Chip Evolution

Before we begin the side-by-side comparison, let’s briefly discuss DNA testing chips and how they work.

Each DNA testing company purchases DNA processing equipment. Illumina is the big dog in this arena. Illumina defines the capacity and structure of each chip. In part, how the testing companies use that capacity, or space on each chip, is up to each company. This means that the different testing companies test many of the same autosomal DNA SNP locations, but not all of the same locations.

Furthermore, the individual testing companies can specify a number of “other” locations to be included on their chip, up to the chip maximum size limit. The testing companies who offer Y-DNA or mitochondrial DNA haplogroups from autosomal tests use part of their chip array space for selected known haplogroup-defining SNP locations. This does NOT mean that Y-DNA or mitochondrial DNA is autosomal, just that the testing company used part of their chip array space to target these SNPs in your genome. Of course, for your most refined haplogroup and Y-DNA or mitochondrial DNA matching, you have to take those specific tests at FamilyTreeDNA .

This means that each testing company includes and reports many of the same, but also some different SNP locations when they scan your DNA.

In the lab, after your DNA is extracted from either your saliva or the cheek swab, it’s placed on this array chip which is then placed in the processing equipment.

There are several steps in processing your DNA. Each DNA location specified on the chip is scanned and read multiple times, and the results are recorded. The final output is the raw DNA results file that you see if/when you download your raw DNA file.

Here’s an example from my file. The RSID is the reference SNP cluster ID which is the naming convention used for specific SNPs. It’s not relevant to you, but it is to the lab, along with the chromosome number and position, which is in essence the address on the chromosome.

In the Result column, your file reports one nucleotide (T, A, C or G) that you inherited from each parent at each tested position. They are not listed in “parent order” because your DNA is not organized in that fashion. There’s no way for the lab to know which nucleotide came from which parent, unless they are the same, of course. You can read about nucleotides, here.

When you upload your raw DNA file to a different DNA testing company (vendor), they have to work with a file that isn’t entirely compatible with the files they generate, or the other files uploaded from other DNA testing companies.

In addition to dealing with different file formats and contents from multiple DNA vendors, companies change their own chips and file structure from time to time. In some cases, it’s a forced change by the chip manufacturer. Other times, the vendors want to include different locations or make improvements. For example, with 23andMe’s focus on health, they probably add new medically related SNP locations regularly. Regardless of why, some DNA files include locations not included in other files and are not 100% compatible.

Looking at the first few entries in my example file above, let’s say that the testing vendor included the first ten positions, but an uploaded file from another company did not. Or perhaps the chip changed, and a different version of the company’s own file contains different positions.

DNA testing companies have to “fill in the blanks” for compatibility, and they do this using a technique called imputation. Illumina forced their customers to adopt imputation in 2017 when they dropped the capacity of their chip. I was initially quite skeptical, but imputation has worked surprisingly well. Some of the matching differences you will see when comparing the results of two different DNA files is a result of imputation.

I wrote about imputation in an early article here. Please note the companies have fixed many issues with imputation and improved matching greatly, but the concepts and imputation processes still apply. The downloaded raw data files are your results BEFORE imputation, meaning that it’s up to any company where you upload to process your raw file in the same way they would process a file that they generated. A lot goes on behind the scenes when you upload a file to a DNA testing company.

At both 23andMe and Ancestry, you know that all of your matches tested there, meaning they did not upload a file from another testing company. You don’t know and can’t tell what chip was utilized when your matches tested. The only way to determine a chip testing version, aside from knowing the date or remembering the chip version from when you tested, is to look at the beginning of the raw data download file, although not all files contain that information.

Ok, now that you understand the landscape, let’s look at my results at each company.

23andMe

I tested twice at 23andMe on two different chip versions, V3 and V4, which tested some different locations of my DNA. Neither of these chips is the current version. I originally tested twice to evaluate the differences between the two test versions which you can read about, here.

23andMe named their ethnicity results Ancestry Composition.

They last updated my V3 test’s Ancestry Composition results on July 28, 2021.

The percentages are shown at left, and the country locations are highlighted at right for my 23andMe V3 test.

Click to enlarge any graphic

The 23andMe V4 test was also updated for the last time on July 28, 2021.

The ethnicity results differ substantially between the two chip versions, even though they were both updated on the same date.

In October of 2020, in an effort to “encourage” their customers to pay for a new test on their V5 chip, 23andMe announced that there would be no ethnicity updates on older tests. So, I really don’t know for sure when my tests were actually updated. Just note how different the results are. It’s also worth mentioning that 23andMe does not show trace amounts on their map, so even though my Indigenous American results were found, they aren’t displayed on the map.

Indigenous is, however, shown in yellow on their DNA Chromosome Painting.

No other testing company restricts updates, penalizing their customers who purchased earlier versions of tests.

Matches at 23andMe

23andMe limits your matches to about 1500 unless you have purchased the current test, including health AND pay for an annual $69 subscription which buys you about 5000 matches. I have not purchased this test.

Your number of actual matches displayed/retained is also affected by how many people you have communicated with, or at least initiated communications with. 23andMe does not roll those people off of your match list.

I have 1803 matches on both of my tests, meaning I’ve reached out to about 300 people who would have otherwise been removed from my match list. 23andMe retains your highest matches, deleting lower matches after you reach the maximum match threshold.

I’ve randomly evaluated several of the same matches at each vendor, at least five maternal and five paternal, separated by a blank row. I wanted to determine whether they match me on the same number of centimorgans, meaning the same amount of DNA, on both tests, and the same number of segments.

Match 23and Me V3 23and Me V4
Patricia 292 cM – 12 segments Same as V3
Joe 148 cM, 8 segments Same
Emily 73 cM, 4 segs 72 cM, 4 seg
Roland 27 cM, 1 seg Same
Ian 62 cM, 4 seg Same
Stacy 469 cM, 16 segments 482 cM, 16 segments
Harold 134 cM, 6 segments Same
Dean 69 cM, 3 seg Same
Carl 95 cM, 4 seg Same
Debbie 83 cM, 4 seg 84 cM, 4 seg

As you can see, the matches are either exact or xclose.

Please note that bolded matches are also found at another company. I will include a summary table at the end comparing the same match across multiple vendors.

23and Me Summary

The 23andMe V3 and V4 match results are very close. Since the match limit is the same, and the results are so close between tests, they are essentially identical in terms of matching.

The ethnicity results are similar, but the V4 test reflects a broader region. Italian baffles me in both versions.

Ethnicity should never be taken at face value at any DNA testing company, especially with smaller percentages which could be noise or a combination of other regions which just happens to resemble Italy, in my case.

I don’t know what type of comparison the current chip would yield since I suspect it has more medical and less genealogical SNPs on board.

Reprocessing Tests

This is probably a good place to note that it’s very expensive for any company to update their customer’s ethnicity results because every single customer’s DNA results file must be completely rerun. Note that this does not mean their DNA itself is retested. The output raw data file is reprocessed using a new algorithm.

Rerunning means reprocessing that specific portion of every test, meaning the vendors must rent “time in the cloud.” We are talking millions of dollars for each run. I don’t know how much it costs per test, but think about the expense if it takes $1 to rerun each test in the vendor’s database. Ancestry has more than 20 million tests.

While we, as consumers, are always chomping at the bit for new and better ethnicity results – the testing companies need to be sure it really is “better,” not just different before they invest the money to reprocess and update results.

This is probably why 23andMe decided to cease updating older kits. The newer tests require a subscription which is recurring revenue.

The same is true when DNA testing companies need to rematch their entire user base. This happens when the criteria for matching changes. For example, Ancestry purged a large number of matches for all of their customers back in 2020. While match algorithm changes necessitate rematching, with associated costs, this change also provided Ancestry with the huge benefit of eliminating approximately half of their customer’s matches. This freed up storage space, either physically in their data center or space rented in the cloud, representing substantial cost-savings.

How long can a DNA testing company reasonably be expected to continue investing in a product which never generates additional revenue but for which the maintenance and reinvestment costs never end?

Ancestry and MyHeritage both hope to offset the expenses of maintaining their customer’s DNA tests and providing free updates by selling subscriptions to their record services. 23andMe wants you to purchase a new test and a yearly subscription. FamilyTreeDNA wants you to purchase a Big Y-DNA and mitochondrial DNA test.

OK, now let’s look at my matches at Ancestry.

Ancestry

I’ve taken two Ancestry tests, V1 and V2. There were some differences, which I wrote about here and here. V2 is no longer the current chip.

Except for 23andMe who wants their customers to purchase their most current test, the other companies no longer routinely announce new chip versions. They just go about their business. The only way you know that a vendor actually changed something is when the other companies who accept uploads suddenly encounter an issue with file formats. It always takes a few weeks to sort that out.

My Ancestry V1 test’s ethnicity results don’t show my Native American ethnicity.

Ancestry results were updated in June 2022

However, my V2 results do include Native American ethnicity.

Matches at Ancestry

I have many more matches on my V1 test at Ancestry because I took steps to preserve my smaller matches when Ancestry initiated its massive purge in 2020. I wrote about that here and here.

Ancestry’s SideView breaks matches down into maternal, paternal, and unassigned based on your side selection. You tell Ancestry which side is which. You may be able to determine which “side” is maternal or paternal either by your ethnicity or shared matches. While SideView is not always accurate, it’s a good place to begin.

Match Category Ancestry V1 Test Ancestry V2 Test
Maternal 15,587 15,116
Paternal 42,247 41,870
Both 2 2
Unassigned 48,999 4,127
Total 106,835 61,115

Ancestry either displays all your matches or your matches by side, which I used to compile the table above. I suspect that Ancestry is not assigning any of the smaller preserved matches to “sides” based on the numbers above.

Ancestry implemented a process called Timber that removes DNA that they feel is “too matchy,” meaning you match enough people in this region that they think it’s a pileup region for you personally, and therefore not useful. In some cases, enough DNA is removed causing that person to no longer be considered a match because they fall beneath the match threshold. I am not a fan of Timber.

Your match amount shown is AFTER Timber has removed those segments. Unweighted shared DNA is your pre-Timber match amount.

You can view the Unweighted shared DNA by clicking on the amount of shared DNA on your match list.

You can read Ancestry’s Matching White Paper, here.

Let’s take a look at my matches. I’ve listed both weighted and unweighted where they are different.

Match Ancestry V1 Ancestry V2
Michael 755 cM, 35 seg 737 cM, 33 seg
Edward 66 cM, 4 seg (unweighted 86 cM) 65 cM, 4 seg (unweighted 86 cM)
Tom 59 cM, 3 seg (unweighted 63) Same
Jonathon 43 cM, 4 seg, (unweighted 52 cM) Same
Matthew 20 cM, 2 seg (unweighted 35 cM) Same
Harold 132 cM, 7 seg 135 cM, 6 seg
Dean 67 cM, 4 seg (unweighted 78 cM) 66 cM, 4 seg (unweighted 78 cM)
Debbie 93 cM, 5 seg Same
Valli 142 cM, 3 seg Same
Jared 20 cM, 1 seg (unweighted 22 cM) Same

Timber only removes DNA when the match is under 90 cM. Almost every match under 90 cM has some DNA removed.

Ancestry Summary

The results of the two Ancestry tests are very close.

In some circumstances, no DNA is removed by Timber, so the unweighted is the same as the weighted. However, in other cases, a significant amount is removed. 15 cM of Matthew’s 35 cM was removed by Timber, reducing his total to 20 cM.

Remember that Ancestry does not show shared matches unless they are greater than 20 cM, which is different than any other DNA testing company.

At one point, Ancestry was selling a health test that was also a genealogy test. That test utilized a different chip that is not accepted for uploads by other vendors. The results of that test might well be different that the “normal” Ancestry tests focused on genealogy. The Ancestry health test is no longer offered.

Companies that Accept Uploads

DNA testing companies that accept uploaded DNA files from other DNA testing companies need to process the uploaded file, just like a file that is generated in their own lab. Of course, they must deal with the differences between uploaded files and their own file format. The processing includes imputation and formulates the uploaded file so that it works with the tools that they provide for their customers, including ethnicity (by whatever name they use) matching, family matching (bucketing), advanced matching, the match matrix, triangulation, AutoClusters, Theories of Family Relativity, and other advanced tools.

Of course, the testing company accepting uploads can only work with the DNA locations provided by the original DNA testing company in the uploaded file.

Matching and some additional tools are free to uploaders, but advanced tools require an inexpensive unlock.

FamilyTreeDNA

I took a test at FamilyTreeDNA, plus uploaded a copy of both of my Ancestry DNA files.

FamilyTreeDNA named their population (ethnicity) test myOrigins and the current version is V3. I wrote about the rollout and comparison in September of 2020, here.

My DNA test taken at FamilyTreeDNA, above, reveals Native American segments that match reference populations found both in North and South America and the Caribbean Islands.

At FamilyTreeDNA, my Ancestry V1 uploaded file results show Native American population matches only in North America.

Interestingly, my Ancestry V1 file processed AT Ancestry did not reveal Native American ancestry, but the same file uploaded to and processed at FamilyTreeDNA did show Native American results, reflecting the difference between the vendors’ internal algorithms and reference populations utilized.

My myOrigins results from my Ancestry V2 uploaded file at FamilyTreeDNA also include my North American Native American segments. The V2 test also showed Native American ethnicity at Ancestry, so clearly something changed in Ancestry’s algorithm, locations tested, and/or reference populations between V1 and V2.

Fortunately, FamilyTreeDNA provides both chromosome painting and a population download file so I can match those Native segments with my autosomal matches to identify which of my ancestors contributed those specific segments.

One of my Native segments is shown in pink on Chromosome1. My mother has a Native segment in exactly the same location, so I know that this segment originated with my mother’s ancestors.

I downloaded the myOrigins population segment file and painted my results at DNAPainter, along with the matches where I can identify our common ancestor. This allowed me to pinpoint the ancestral line that contributed this Native segment in my maternal line. You can read about using DNAPainter, here.

FamilyTreeDNA Matches

I have significantly more matches at FamilyTreeDNA on their test than on either of my Ancestry tests that I uploaded. However, nearly the same number are maternally or paternally assigned through Family Matching, with the remainder unassigned. You can read about Family Matching here.

Match Category FamilyTreeDNA Test Ancestry V1 at FamilyTreeDNA Ancestry V2 at FamilyTreeDNA
Paternal 3,479 3,572 3,422
Maternal 1,549 1,536 1,477
Both 3 3 3
All 8,154 6,397 6,579

Family matching, aka bucketing, automatically assigns my matches as maternal and paternal by linking known relatives to their place in my tree.

I completed the following match chart using my original test taken at FamilyTreeDNA, plus the same match at FamilyTreeDNA for both of my Ancestry tests.

In other words, Cheryl matched me at 467 cM on 21 segments on the original test taken at FamilyTreeDNA. She matched me on 473 cM and 21 segments on my Ancestry V1 test uploaded to FamilyTreeDNA and on 483 cM and 22 segments on the Ancestry V2 test uploaded to FamilyTreeDNA.

Match FamilyTreeDNA Ancestry V1 at FTDNA Ancestry V2 at FTDNA
Cheryl 467 cM, 21 seg 473 cM, 21 seg 483 cM, 22 seg
Patricia 195 cM, 11 seg 189 cM, 11 seg 188 cM, 11 seg
Tom 77 cM, 4 seg 71 cM, 4 seg 76 cM, 4 seg
Thomas 72 cM, 3 seg 71 cM, 3 seg 74 cM, 3 seg
Roland 29 cM, 1 seg 35 cM, 2 seg 35 cM, 2 seg
Rex 62 cM, 4 seg 55 cM, 3 seg 57 cM, 3 seg
Don 395 cM, 18 seg 362 cM, 15 seg 398 cM, 18 seg
Ian 64 cM, 4 seg 56 cM, 4 seg 64 cM, 4 seg
Stacy 490 cM, 18 seg 494 cM, 15 seg 489 cM, 14 seg
Harold 127 cM, 5 cM 133 cM, 6 seg 143 cM, 6 seg
Dean 81 cM, 4 seg 75 cM, 3 seg 83 cM, 4 seg
Carl 103 cM, 4 seg 101 cM, 4 seg 102 cM, 4 seg
Debbie 99 cM, 5 seg 97 cM, 5 seg 99 cM, 5 seg
David 373 cM, 16 seg 435 cM, 19 seg 417 cM, 18 seg
Amos 176 cM, 7 seg 177 cM. 8 seg 177 cM, 7 seg
Buster 387 cM, 15 seg 396 cM, 16 seg 402 cM, 17 seg
Charlene 461 cM, 21 seg 450 cM, 21 seg 448 cM, 20 seg
Carol 65 cM, 6 seg 64 cM, 6 seg 65 cM, 6 seg

I have tested many of my cousins at FamilyTreeDNA and encouraged others to test or upload. I’ve attempted to include enough people so that I can have common matches at least at one other DNA testing company for comparison.

FamilyTreeDNA Summary

The matches are relatively close, with a few being exact.

Interestingly, some of the segment counts are different. In most cases, this results from one segment being broken into multiple segments by one or more of the tests, but not always. In the couple that I checked, the entire segment seems to descend from the same ancestral couple, so the break is likely a result of not all of the same DNA locations being tested, plus the limits of imputation.

MyHeritage

I have two tests at MyHeritage. One taken at MyHeritage, and an uploaded file from FamilyTreeDNA.

MyHeritage displays both ethnicity results and Genetic Groups which maps groups of people that you match. I left the Genetic Groups setting at the highest confidence level. Shifting it to lower displays additional Genetic Groups, some of which overlap with or are within ethnicity regions.

My test taken at MyHeritage, above, shows several ethnicities and Genetic Groups, but no Native American.

My FamilyTreeDNA kit processed at MyHeritage shows the same ethnicity regions, one additional Genetic Group, plus Native American heritage in the Amazon which is rather surprising given that I don’t show Native in North American regions where I’m positive my Native ancestors lived.

MyHeritage Matching

At MyHeritage, I compared the results of the test I took with MyHeritage, and a test I uploaded from FamilyTreeDNA. Fewer than half of my matches can be assigned to a parent via shared matching.

Matches MyHeritage Test FamilyTreeDNA at MyHeritage
Paternal 4,422 6,501
Maternal 2,660 3,655
Total 13,233 16,147

I have rounded my matches at MyHeritage to the closest cM.

Match MyHeritage Test FamilyTreeDNA at MyHeritage
Michael 801 cM, 32 seg 823 cM, 31 segments
Cheryl 467 cM, 23 seg 477 cM, 23 seg
Roland No match 28 cM, 1 seg
Patty 156 cM, 9 seg 151 cM, 9 seg
Rex 43 cM, 4 seg 53 cM, 3 seg
Don 369 cM, 16 seg 382 cM, 17 seg
 
David 449 cM, 17 seg 460 cM, 17 seg
Charlene 454 cM, 23 seg 477 cM, 24 seg
Buster 408 cM, 15 seg 410 cM, 16 seg
Amos 183 cM, 8 seg Same
Carol 78 cM, 6 seg 87 cM, 7 seg

MyHeritage Summary

I was surprised to discover that Roland had no match with the MyHeritage test, but did with the FamilyTreeDNA test. I wonder if this is a searching or matching glitch, especially since both companies use the same chip. 28 cM in one segment is a reasonably large match, and even if it was divided in two, it would still be over the matching threshold. I know this is a valid match because Roland triangulates with me and several cousins, I’m positive of our common ancestor, and he also matches me at both FamilyTreeDNA and 23andMe.

Other than that, the matches are reasonably close, with one being exact.

Your Matches Aren’t Everyplace

I unsuccessfully searched for someone who was a match to me in all four databases. Ancestry does not permit match downloads, so I had to search manually. People don’t always use the same names in different databases.

Surprisingly, I was unable to find one match who is in all of the databases. Many people only suggest testing at Ancestry because they have the largest database, but if you look at the following comparison chart that I’ve created, you’ll see that 16 of 26 people, or 62% were not at Ancestry. Conversely, many people were at Ancestry and not elsewhere. I could not find five maternal and five paternal matches at Ancestry that I could identify as matches in another database. 40% were not elsewhere.

If you think for one minute that it doesn’t matter for genealogy if you’re in all four major databases, please reconsider. It surely does matter.

Every single vendor has matches that the others don’t. Substantial, important matches. I have found first and second-cousin matches in every database that weren’t elsewhere.

Many of the original testers have passed away and can’t test again. My mother can never test at either 23andMe or Ancestry, but she is at both FamilyTreeDNA and MyHeritage because I could upgrade her kit at FamilyTreeDNA after she died. I uploaded her to MyHeritage. Of course, because she is a generation closer to our ancestors, she has many valuable matches that I don’t.

Each vendor provides either an email address or a messaging platform for you to contact your matches. Don’t be discouraged if they don’t answer. Just today, I received a reply that was years in the making.

Genealogists hope for immediate gratification, but we are actually in this for the long game. Play it with every tool at your disposal.

The Answer

Does it matter if you test at a DNA testing company, or upload a file?

I know this was a very long answer to what my readers hoped was a simple yes or no question.

There is no consistent answer at either FamilyTreeDNA or MyHeritage, the two DNA testing companies that accept uploads. Be sure you’re in both databases. My closest two matches that I did not test were found at MyHeritage. Here’s a direct link to upload at MyHeritage.

Of the vendors, those two should be the closest to each other because they are both processed in the GenebyGene lab, but again, the actual chip version, when the test was originally taken, and each vendor’s internal processing will result in differences. Neither the original test at the DNA testing company nor the uploaded files have consistently higher or lower matches. Neither type of test or upload appears to be universally more or less accurate. Differences in either direction seem to occur on a match-by-match basis. Many are so close as to be virtually equivalent, with a few seemingly random exceptions. Of course, we always have to consider Timber.

If you upload, unlock the advanced features at both FamilyTreeDNA and MyHeritage.

If you upload to a DNA testing company, you may discover in the future that some features and functions will only be available to original testers.

Personally, if I had the option, I would test at the company directly simply because it eliminates or at least reduces the possibility of future incompatibilities – with the exception of 23andMe which has chosen to not provide consistent updates to older tests. I’m incredibly grateful I didn’t test my mother or now deceased family members at 23andMe, and only there. I would be heartsick, heartbroken, and furious.

Our DNA is an extremely valuable resource for our genealogy. It’s the gift that truly keeps on giving, day after day, even when other records don’t exist. Be sure you and your family members are in each database one way or another, and test your Y-DNA (for males) and mitochondrial DNA (for everyone) to have a complete arsenal at your disposal.

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Mother’s Day Visitation Two Decades Out

I hope that you are enjoying Mother’s Day, whether you’re the Mom being honored, you’re honoring your mother, or you’re one of the millions who “mother” and love others, one way or another.

I didn’t have time to complete my normal article for today, but I certainly didn’t want to let Mother’s Day pass without acknowledgment.

I didn’t get my article finished because, let’s just say, I’ve been extremely busy with something VERY interesting.

I can’t tell you everything, but I can tell you a little!

Just a couple of days ago, I was able to visit Mom once again in the freezer at FamilyTreeDNA.

Mom’s DNA has been housed there since 2003, when she swabbed for her first DNA test. It’s so hard to believe that was two decades ago. So much has changed.

That stored DNA sample allowed me to upgrade Mom to the Family Finder test in 2012, six years after she passed away.

In 2013, I visited Mom at FamilyTreeDNA in the freezer and realized, as I looked in that little window, that there was more of my mother in that freezer than anywhere else on earth. My DNA is in there too, with her, just sayin’. I won’t be buried beside her in the soil, but I am near her in that freezer every day. Somebody has to keep an eye on her!

In intervening years, FamilyTreeDNA purchased a larger freezer and moved Mom from the earlier location across the room to the larger cryo-preservation cemetery – I mean freezer.

Now, Mom, with a few million of her friends and several thousand of our relatives, is partying it up in there when no one is looking.

Time Capsule

Every time I stare through that window, it’s like peering backward into a time capsule. I wonder, if all the Y-DNA was processed at the Big Y-700 level, how much of the entire Y-DNA phylogenetic tree would we be able to reconstruct?

People often skip testing mitochondrial DNA, passed from mothers to all their children, thinking it won’t be genealogically useful. I assure you, that’s not always the case. Furthermore, if you don’t test, DNA can never be useful. Every single person has mitochondrial DNA, so just imagine how much of the mitochondrial tree would be created if every one of those samples was tested at or upgraded to the full sequence level.

How many dead ends are in that freezer, meaning no living people carry that line anymore? I’m one of those people because I have no grandchildren through my daughter. Mom’s, her mother’s, and my mitochondrial DNA dies with my generation.

Based on my mitochondrial DNA sequence, meaning my mutations, I’ll VERY likely have a new haplogroup when the Million Mito Project rolls out, and even more likely that it will be at least three branches down the tree, closer in time.

What pieces of our human history will be lost if the people in that freezer don’t test their mitochondrial DNA at the full sequence level? The full sequence is needed to construct the mitochondrial tree of all humanity.

How many more matches would we have if everyone in that freezer had a Family Finder test? How many brick walls would fall? How many mysteries would be solved? Would we be able to reconstruct the DNA of our ancestors from their descendants?

What happens if we never open that time capsule, individually and collectively?

“Just Do It”

I had to pinch myself, though. As I stood in that lab, viewing through that window what I considered a sacred and hallowed space for Mom and humanity as well, I was reminded of what Mom said to me not long before she died. In fact, I can hear her frail voice.

“You need to do that.” 

What was “that”?

“That” was transforming her DNA results into a story – her story, her history and genealogy – and how she connected with the story of all humankind. Her “story” revealed her history, our history, even before genealogy, connecting with her soul. She could touch people whose names she would never know, but who contributed their mitochondrial DNA to her. It brought them alive.

I had an entire litany of sensible, level-headed reasons why I could never “do that,” beginning with the fact that I already had a career and owned a business. I had a family, children, and responsibilities – nope – no can do, Mom.

Not to be deterred, Mom gently stopped me in the process of listing all the perfectly logical and valid reasons why that would never work and told me that all of that was just preparing me for what I was “supposed to do,” and I needed to “just do it.” This was nothing like the mother I knew, always conservative in her advice and never wanting me to step out, even a little bit, onto an unstable limb. Let alone leap off the cliff of uncertainty with absolutely no safety net.

What had happened to my mother?

I simply couldn’t make her understand – all those years ago.

Then, my gaze drifts back to the present, and I remember that I’m staring into a freezer, not a time machine. Mom has already had all the tests available today. But many of her frozen neighbors have not.

As I stood, looking into that window, into the past, and perhaps into the future, I was afraid to turn around.

People were standing behind me, filming. I didn’t want anyone to see those tears slipping down my cheeks. After all, I had simply been looking at a window, right? Just a window. Not a cemetery. Not a portal. Not a time machine, no reason for tears – unless you understand the magnitude of what the freezer holds.

I so hoped that those hot tears didn’t entirely ruin my makeup, or that I could at least escape to the restroom to fix it without being noticed.

The Greatest Journey

On the way to the restroom, I saw this framed magazine, a wink and a nod from Mom, I’m sure. Indeed, our DNA is the greatest journey ever told, ever embarked upon, and the story is not yet entirely written. Mom said DNA would change the world as we know it, and she was right.

Mom, I found a way – or maybe fate found me back in 2004. That fateful fork in the road, although I’m not sure I even realized I had slipped onto that road untaken until it was too late to turn back.

Maybe Mom pushed those buttons from the other side, because I’ve been passionately “doing that” one way or another now for almost two decades. And finally, finally, we are going to be able to tell a larger story.

You and me, Mom. Hand in hand with our cousins. All of them – on every continent around the world.

Making history is on the horizon. DNA rocks. Here’s to all the mothers!!!

Thank You

Happy Mother’s Day, Mom. I love and miss you oh so much. And, while I wasn’t at the time, I’m – ahem – so incredibly grateful for the swift kick in the behind called encouragement.

But then, isn’t that the age-old story of motherhood?

Until next time Mom, you behave in there!

_____________________________________________________________

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So, You Want to Become a Professional Genetic Genealogist

I get asked quite often about what is required to become a professional genetic genealogist.

That’s actually two separate questions.

  • What is required to become a professional genealogist?
  • Then, what is required to specialize as a genetic genealogist?

What It’s Not

Before we have this discussion, I need to make sure that you understand that I’m NOT talking about forensics, meaning IGG, or investigative genetic genealogy in this article.

  • This is NOT forensics (IGG)
  • This is also not a specialty in finding missing parents for adoptees and others searching for unknown parents.

Both IGG and adoption searches utilize the same methodology, a subset of genetic genealogy. I wrote about that in Identifying Unknown Parents and Individuals Using DNA Matching.

The difference between genetic genealogy more broadly and IGG is:

  • What you’re searching for
  • The perspective
  • The methods utilized.

Essentially, the functional difference is that genealogists know who they are and have some information about their ancestors. For example, they know who their parents are and probably at least their grandparents. Genealogists are using both DNA testing and traditional genealogical paper trail research methods to focus and make discoveries going backwards in time.

Both IGG and unknown parent research uses DNA and (sometimes some) paper trail genealogy to find ways to connect the closest matches to the DNA tester (or DNA sample) together to each other to identify either living or recently living people. For example, two people who are are first cousins to the tester should both have the same grandparents if they are related to the tester through the same parent.

If two people who are related to the tester as first cousins do not share the same grandparent(s), then they are related to the tester through different parents of the tester.

The commonality is that DNA testing and some types of records are used for:

  • IGG where you’re searching for the identity of the tester or DNA sample
  • Unknown parent(s) searches where you are searching for the identity of the parent(s)
  • Genetic genealogy

However, the search methodology is different for IGG and unknown parents than for genealogy.

With IGG and unknown parent searches, you’re looking for your closest matches, then attempting to connect them together to identify either currently living or recently living people.

This article focuses specifically on genealogy and genetic genealogy, meaning looking backwards in time to identify ancestors.

I wrote about the techniques used for both IGG and parental searching in the article, Identifying Unknown Parents and Individuals Using DNA Matching.

What Do Genealogists Do?

Genealogy is the study of family history and the descent of a person or a family. Genealogists use a variety of sources and methods to discover and show the ancestry of their subjects and in doing so, create the family trees that are familiar to all of us.

Genealogists use different sources and methods to find and show the descent and kinship of their subjects.

Traditional sources include but are not limited to the following record types:

  • Vital records (birth, marriage, and death certificates)
  • Census
  • Military
  • Immigration
  • Land and tax records
  • Wills and probate
  • Church records
  • Newspapers
  • Obituaries
  • Published and online books
  • Oral histories
  • Genealogy databases
  • And more

Of course, today the four types of DNA can be added to that list.

A professional genealogist needs to know how and where to find these types of records in the target area, any unique cultural or regional factors affecting those records, and how to interpret them both individually and together.

For example, in a deed record in colonial Virginia, why would, or wouldn’t a female release her dower right? What is dower right, and why is it important? How might that record, or lack thereof, affect future probate for that woman/couple? In what type of historical or court record book might one look for these types of records?

Genealogists also need to know how to weigh different types of information in terms of potential accuracy and how to interpret primary and secondary sources.

Primary sources are those that were created at or near the time of an event by someone who was present at the event or who had first-hand knowledge of it. Examples of primary sources include birth certificates, marriage licenses, and census records, although census records are far more likely to be inaccurate or incomplete than a birth certificate or marriage record. Genealogists need to understand why, and where to look for corroboration. Primary sources are considered to be most accurate.

Secondary sources are those that were created later by someone who did not have first-hand knowledge of the event. Examples of secondary sources include family histories and genealogies, published biographies, and sometimes, newspaper articles.

The genealogists “go to” source for understanding and interpreting evidence is Evidence Explained by Elizabeth Shown Mills, available here.

Of course, DNA understanding and analysis needs to be added to this list and has become an important resource in genealogy. Additionally, genetic genealogy has become a specialty within the broader field of genealogy, as has IGG.

Put another way, a genealogist should have expertise and a specialty in some area. Maybe Italian records, or Native American genealogy, or New England records, in addition to the basic skills. At one time, a genealogist didn’t necessarily HAVE TO have expertise in genetic genealogy as well, but that has changed in the past few years. A professional genealogist should MINIMALLY understand the basics of genetic genealogy and when/how it can be useful. They may or may not have ready access to a genetic genealogist within the company where they work.

Being an independent genealogist, unless you specialize only in a specific area, like Dutch genealogy, is much more challenging because you’ll need to be proficient in BOTH Dutch genealogy AND genetic genealogy. It’s tough keeping up with one specialty, let alone two, although in this case, Yvette does an amazing job. However, her primary specialty is Dutch genealogy, and genetic genealogy is the booster rocket when appropriate. Genetic genealogy is not always needed for traditional genealogy, which is why genetic genealogy is a specialty skill.

In addition to all that, you also need to be proficient and comfortable with technology and a good communicator. Walking on water is also helpful:)

Job Description

So, what does the job description for a genealogist look like?

I reached out to Legacy Tree Genealogists because they are one of the largest, if not the largest genealogy research company, and they partner with 23andMe, FamilyTreeDNA, and MyHeritage. Legacy Tree has specialists in many regions and languages, in addition to six genetic genealogists on staff.

Fortunately, they have a job listing posted right now, here, with an excellent description of what is expected.

If you’re interested or wish to sign up for notifications, click here.

Understanding that this job description won’t be posted forever, I reached out to the owner, Jessica Dalley Taylor, and asked if she would send me a sample description to include in this article.

Here you go, courtesy of Jessica:

About You

It’s not easy to make each client’s experience the very best it can possibly be, and it means we can only hire an exceptional genealogist for this position. You will be a great fit if:

    • You are fluent in English and can explain your genealogy discoveries in a way that clients connect with and understand
    • You have taken at least one genetic genealogy test or administered the test of a relative
    • You have introductory genetic genealogy abilities
    • You have at least intermediate traditional genealogical research experience in any geographic locality
    • You are familiar with the repositories of the areas for which you claim expertise and have worked with them to obtain documents
    • You are passionate about genealogy and are a creative problem solver
    • You are great at working independently and hitting deadlines (please don’t overlook this line about deadlines)
    • You are comfortable with Microsoft Office suite
    • You’re familiar with genealogical technology such as pedigree software
    • You have a quiet place to work without distractions, a computer, and great internet
    • You have a strong desire to work as a professional genetic genealogist

Even better if:

    • You have a basic understanding of genetic inheritance and its application to genealogy
    • You have beginning experience with interpretation and use of genetic genealogy test results
    • You have intermediate-level genetic genealogy abilities

What you’ll be doing at Legacy Tree:

    • You’ll be learning how to use genetic testing in identifying family
    • You’ll be learning how to create high-quality research reports
    • You’ll be reading and formatting reports by professional researchers
    • You’ll be assisting with researching and writing genealogy reports
    • You’ll be performing genetic genealogy analysis under the direction of professional mentors
    • You’ll be developing advanced-level genetic genealogy skills and abilities
    • With your input, you’ll do other things as opportunities and needs arise

Please note that Legacy Tree offers both traditional genealogy services, combined with genetic genealogy, along with adoption and unknown parent searches.

As a measure of fundamental basic genetic genealogy skills, you should be able to create and teach a class like First Steps When Your DNA Results Are Ready – Sticking Your Toe in the Genealogy Water.

You should also be able to read and fully comprehend the articles on this blog, as well as explain the content to others. A very wise person once told me that if you can’t explain or teach a topic, you don’t understand it.

As luck would have it, Ancestry also posted a job opening for a genealogist as I was finishing this article. Here’s part of the job requirements.

Contractor or Employee

Please note that many companies have shifted their primary hiring strategy to utilizing contractors for not more than half time, especially now that working remotely has become the norm.

This may or may not be good news for you.

It allows the company to avoid paying benefits like insurance, vacation, leave, and retirement programs which reduces their costs. You may not need these benefits, and it may represent an opportunity for you. For others who need those benefits, it’s a deal-breaker.

Contracting may provide the ability to work part-time, but contracting probably means you need to have business management skills not required when you work for someone else. Let’s just say that I make quarterly estimated tax payments and my annual CPA bill is in the $2,000 range.

Compensation

Pay, either as an employee or contractor for a company, is a sticky wicket in this field.

First, there’s a consumer mindset, although not universal, that genealogy “should be” free. In part, this is due to search angels and a history of well-intentioned people making things free. I’m one of them – guilty as charged – this blog is free. My hourly work, however, when I accepted clients (which I DO NOT now,) was not free.

However, that “should be free” mindset makes it difficult to shift to a “pay to play” mentality when people can go on social media and get what they want for free.

Professional services are not and should not be free.

Professionals should be able to earn a respectable living. The full-time Ancestry job, posted above, with those credentials, nets out to $21.63 per hour for a 40-hour week, with a graduate degree preferred. For comparison, google other jobs and professions.

If you doubt for one second whether professional services should or should not be free, especially ones that require a bachelor’s degree or master’s, just think about what your CPA would do if you asked them to do your taxes because they have the ability, for free. Same for a doctor, lawyer, or any other professional.

People are often shocked at the rates paid to employees versus the rates charged to prospective customers. This discussion has recently gotten spicy on social media, so I’m not going to comment other than to say that when I did take private clients, which I DO NOT ANYMORE, I found it much more beneficial to operate independently than to work for a company.

However, I also had a readily recognizable specialty and an avenue to reach potential clients.

I also already had a business structure set up, and a CPA, and perhaps more important than either of those – I had medical insurance already in place.

The need for benefits is what drives many people to work for companies, which I fully understand. It’s also a big factor in why there are more female genealogists than male genealogists. Married women in the US are eligible to be covered by their spouse’s insurance, assuming the spouse has insurance through their employer.

My very strong recommendation to you is to weigh all of the factors and NEVER to find yourself without medical insurance or coverage.

If you’re going to be “self-employed,” set up a company. If you’re going to set up a company, do it properly, understand the tax ramifications of the various types of corporations and engage a competent CPA to shepherd you through the process from day 1 through taxes. They are worth every penny.

Look at various jobs in the market, review at the associated pay, get a quote for genealogy services of the type you would be providing from the various companies – and decide if this profession is really for you.

I don’t mean to be a wet blanket, just a realist.

Training and Certification

Now for the good news and the bad news.

  • There is professional training for genealogy
  • There are certifications for genealogy
  • There is no “one place” for either
  • There is no certification for genetic genealogy
  • There’s a LOT of misunderstanding and misinformation about genetic genealogy
  • Genetic genealogy changes often

You need to view your education for genealogy/genetic genealogy in the same way you’d view obtaining a college degree – plus continuing education to maintain your education and skills at a current and functional level.

And yes, all of that costs money. If you decide to work for a company, be sure to ask if continuing ed is on their dime and time, or yours.

Genealogy Training

The Board for Certification of Genealogists, BCG, allows graduates to append CG, for Certified Genealogist after their name. BCG is focused on certification of skills and is not a training platform, although they do provide some webinars, etc. It’s not a college curriculum though. Certification is the “end game” for many. Candidates must submit a portfolio for evaluation, complete in a specific timeframe, and must reapply every five years to maintain their certification.

Not all genealogists are certified by BCG, and BCG only lists references of BCG members.

In the field of Genetic Genealogy, that can be problematic because many competent and well-known people are not BCG certified. BCG does not have a genetic genealogy certification.

Lack of BCG certification does not mean that someone is not qualified, and BCG certification certainly does NOT mean or imply that the individual is competent in genetic genealogy, which has more and more become a part of almost every genealogical puzzle. If not for initial discovery, for confirmation.

There are many avenues for genealogical training, including, but not limited to:

  • Brigham Young University Family History Degree
  • NGS Home Study Course
  • Salt Lake Institute of Genealogy (SLIG)
  • Genealogical Research Institute of Pittsburgh (GRIP)
  • Boston University Certificate program
  • Genealogical Institute on Federal Records (Gen-Fed)
  • Institute of Genealogy and Historical Research (IGHR)
  • University of Strathclyde
  • University of Dundee
  • Major Conferences, including RootsTech and NGS, among others
  • Specialty conferences such as the International Conference on Jewish Genealogy (IAJGS)
  • Online conferences and conference proceedings such as Rootstech who maintains a free library of their virtual and recorded conference sessions.
  • Legacy Family Tree Webinars
  • Videos produced by major genealogy companies such as MyHeritage, FamilyTreeDNA and Ancestry, often available through their website, Youtube or both
  • Blogs and learning/help centers of the major genealogy companies

Genetic Genealogy Training

Genetic genealogy training is more challenging because there is no specific program, curriculum, or certification.

Many genetic genealogists obtained their experience as a part of genealogy over 15 or 20 years and have focused on the genetic aspect of genealogy. Several of us had a scientific background that meshed well with this field and is part of why we discovered that our passion is here.

Before I provide this resource list, I need to emphatically state that probably 95% of answers that I see provided on social media platforms in response to questions asked by people are either entirely incorrect, partially incorrect in a way that makes me want to say, “well, not exactly,” or are incomplete in a way that makes a significant difference.

I chose and choose to focus on creating educational tools and making explanations available for everyone, in one place, not one question at a time.

I began publishing my blog in 2012 as an educational tool and I’m dumbstruck by how many people just want a yes or no answer instead of learning. If one doesn’t take the time to learn, they have no idea if the answers they receive are valid, or if there’s more to the story that they are missing.

Social media can mislead you badly if you don’t have the ability to discern between accurate answers, partially accurate answers, and incorrect answers. Furthermore, opinions differ widely on some topics.

Unfortunately, because there is no genetic genealogy credentialling, there is also no “post-nominal letters,” such as CG for certified genealogist. Therefore, a novice has absolutely no idea how to discern between an expert and another overly helpful novice who is unintentionally providing incorrect or partial information.

Many of us who at one time reliably answered questions have simply gotten burned out at the same question being asked over and over, and no longer regularly engage. Burnout is real. Another issue is that askers often don’t provide enough, or accurate, information, so a significant amount of time is spent in clarifying the information around a question. Furthermore, your CPA, lawyer, and physician don’t answer questions online for free, and neither do most people who are busy earning a living in this field.

DNA educational opportunities, some of which are contained within larger conference agendas, include:

There are other blogs, of course, some of which were launched by well-known genetic genealogists but are no longer maintained. Blogging is quite time-consuming.

I’ve covered all kinds of genetic genealogy topics in my blog articles. They are a good source of information, education and hands-on training. I attempt to publish two articles weekly, and there are over 1600 available for your enjoyment.

In addition to the initial learning period, you’ll need to make time to stay engaged and maintain your genealogy and genetic genealogy skills.

Apprenticeship

In addition to training, I think you’d need at least a year interning or working at a junior learning level, minimum. Think of it as your genealogy residency.

  • You could choose to work for a vendor in their help center.
  • You could choose to work for a genealogy company. I’ve mentioned the largest ones, but there are others as well.
  • You could choose to work on your own case studies and those of your friends and family, but if you do, be aware that you won’t have anyone reviewing your work. If you make a mistake or should have approached something differently, and you’re working alone, there’s no one to tell you.
  • You could work as a search angel for others. I have mixed emotions about this, in part due to the lack of review and oversight. But also, in part because “free search angels” perpetuate the idea that genealogy “should be” free.

If you want to work in IGG, after training, an internship under an established mentor is ABSOLUTELY ESSENTIAL for a minimum of 100 or so successful closures.

Genealogists and genetic genealogists have the ethical responsibility to NOT MAKE MISTAKES when working on other people’s family. You need to know what you know, what you don’t know, when to get help, from where and with whom.

Networking Opportunity

A Facebook group named “Genealogy Jobs” has been established to discuss opportunities and all of the topics surrounding this subject.

There’s a Genealogy Career Day event on April 22nd where you can interact with professionals including authors, freelance genealogists, certified genealogists, business owners, and an investigative genetic genealogist. Take a look at the topics. If you’re considering whether or not you want to go pro, you’ll be interested. You can sign up here.

The sessions will be uploaded to their YouTube channel, here, after the event.

I hope you’ve found this article useful and helps you decide if this profession is for you. If so, create a plan and execute.

If you decide you do want to go pro, I wish you the best and welcome you to the fast-paced world of professional genealogy or its specialty, genetic genealogy.

____________________________________________________________

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DNA: In Search Of…Your Grandparents

Are you searching for an unknown relative or trying to unravel and understand unexpected results? Maybe you discovered that one or both of your parents is not your biological parent. Maybe one of your siblings might be a half-sibling instead. Or maybe you suddenly have an unexpected match that looks to be an unknown close relative, possibly a half-sibling. Perhaps there’s a close match you can’t place.

Or, are you searching for the identity of your grandparent or grandparents? If you’re searching for your parent or parents, often identifying your grandparents is a necessary step to narrow the parent-candidates.

I’ve written an entire series of “In Search of Unknown Family” articles, permanently listed together, here. They will step you through the search process and help you understand how to unravel your results. If you’re new, reading these, in order, before proceeding, would be a good idea.

Identifying a Grandparent

I saved this “grandparents” article for later in the series because you will need the tools and techniques I’ve introduced in the earlier articles. Identifying grandparents is often the most challenging of any of the relationships we’ve covered so far. In part because each of those four individuals occupies a different place in your tree, meaning their X, Y-DNA and mitochondrial DNA is carried by different, and not all, descendants. This means we sometimes have to utilize different tools and techniques.

If you’re trying to identify any of your four grandparents, females are sometimes more challenging than males.

Why?

Women don’t have a Y chromosome to test. This can be a double handicap. Female testers can’t test a Y chromosome, and maternal ancestors don’t have a Y chromosome to match.

Of course, every circumstance differs. You may not have a male to test for paternal lines either.

The maternal grandfather can be uniquely challenging, because two types of DNA, Y-DNA and mitochondrial DNA matching are immediately eliminated for all testers.

While I’ve focused on the maternal grandfather in this example, these techniques can be utilized for all four grandparents as well as for parents. At the end, I’ll review other grandparent relationships and additional tools you might be able to utilize for each one.

In addition to autosomal DNA, we can also utilize mitochondrial DNA, Y-DNA and sometimes X DNA in certain situations.

Testing, Tests and Vendors

As you recall, only men have a Y chromosome (blue arrow), so only genetic males can take a Y-DNA test. Men pass their Y chromosome from father to son in each generation. Daughters don’t receive a Y chromosome.

Everyone has their mother’s mitochondrial DNA (pink arrow.) Women pass their mitochondrial DNA to both sexes of their children, but only females pass it on. In the current generation, represented by the son and daughter, above, the mother’s yellow heart-shaped mitochondrial DNA is inherited by both sexes of her children. In the current generation, males and females can both test for their mother’s mitochondrial DNA.

Of course, everyone has autosomal DNA, inherited from all of their ancestral lines through at least the 5th or 6th generation, and often further back in time. Autosomal DNA is divided in half in each generation, as children inherit half of each parents’ autosomal DNA (with the exception of the X chromosome, which males only inherit from their mother.)

The four major vendors, Ancestry, 23andMe, FamilyTreeDNA and MyHeritage sell autosomal DNA tests, but only FamilyTreeDNA sells Y-DNA and mitochondrial DNA tests.

Only 23andMe and FamilyTreeDNA report X matching.

All vendors except Ancestry provide segment location information along with a chromosome browser.

You can read about the vendor’s strengths and weaknesses in the third article, here.

Ordering Y and Mitochondrial DNA Tests

If you’re seeking the identities of grandparents, the children and parents, above, can test for the following types of DNA in addition to autosomal:

Person in Pedigree Y-DNA Mitochondrial
Son His father’s blue star His mother’s pink heart
Daughter None Her mother’s pink heart
Father His father’s blue star His mother’s gold heart
Mother None Her mother’s pink heart

Note that none of the people shown above in the direct pedigree line carry the Y-DNA of the green maternal grandfather. However, if the mother has a full sibling, the green “Male Child,” he will carry the Y-DNA of the maternal grandfather. Just be sure the mother and her brother are full siblings, because otherwise, the brother’s Y-DNA may not have been inherited from your mother’s father. I wrote about full vs half sibling determination, here.

Let’s view this from a slightly different perspective. For each grandparent in the tree, which of the two testers, son or daughter, if either, carry that ancestor’s DNA of the types listed in the columns.

Ancestor in Tree Y-DNA Mitochondrial DNA Autosomal DNA X DNA
Paternal Grandfather Son Neither Son, daughter Neither
Paternal Grandmother Has no Y chromosome None (father has it, doesn’t pass it on to son or daughter) Son, daughter Daughter (son does not receive father’s X chromosome)
Maternal Grandfather Neither Neither Son, daughter Son, daughter (potentially)
Maternal Grandmother Has no Y chromosome Son, daughter Son, daughter Son, daughter (potentially)

Obtaining the Y-DNA and mitochondrial DNA of those grandparents from their descendants will provide hints and may be instrumental in identifying the grandparent.

FamilyTreeDNA

You’ll need to order Y-DNA (males only) and mitochondrial DNA tests separately from autosomal DNA tests. They are three completely different tests.

At FamilyTreeDNA, the autosomal DNA test is called Family Finder to differentiate it from their Y-DNA and mitochondrial DNA tests.

Their autosomal test is called Family Finder whether you order a test from FamilyTreeDNA, or upload your results to their site from another vendor (instructions here.)

I recommend ordering the Big Y-700 Y-DNA test if possible, and if not, the highest resolution Y-DNA test you can afford. The Big Y-700 is the most refined Y-DNA test available, includes multiple tools and places Big Y-700 testers on the Time Tree through the Discover tool, providing relatively precise estimates of when those men shared a common ancestor. If you’ve already purchased a lower-precision Y-DNA test at FamilyTreeDNA, you can easily upgrade.

I wrote about using the Discover tool here. The recently added Group Time Tree draws a genetic Y-DNA tree of Big-Y testers in common projects, showing earliest known ancestors and the date of the most recent common ancestor.

You need to make sure your Family Finder, mitochondrial DNA and Y-DNA (if you’re a male) tests are ordered from the same account at FamilyTreeDNA.

You want all 3 of your tests on the same account (called a kit number) so that you can use the advanced search features that display people who match you on combinations of multiple kinds of tests. For example, if you’re a male, do your Y-DNA matches also match you on the autosomal Family Finder test, and if so, how closely? Advanced matching also provides X matching tools.

X DNA is included in autosomal tests. X DNA has a distinct matching pattern for males and females which makes it uniquely useful for genealogy. I wrote about X DNA matching here.

If you upload your autosomal results to FamilyTreeDNA from another company, you’re only uploading a raw DNA file, not the DNA itself, so FamilyTreeDNA will need to send you a swab kit to test your Y-DNA and mitochondrial DNA. If you upload your autosomal DNA, simply sign in to your kit, purchase the Y-DNA and/or mitochondrial DNA tests and they will send you a swab kit.

If you test directly at FamilyTreeDNA, you can add any test easily by simply signing in and placing an order. They will use your archived DNA from your swab sample, as long as there’s enough left and it’s of sufficient quality.

Fish In All Ponds

The first important thing to do in your grandparent search is to be sure you’re fishing in all ponds. In other words, be sure you’ve tested at all 4 vendors, or uploaded files to FamilyTreeDNA and MyHeritage.

When you upload files to those vendors, be sure to purchase the unlock for their advanced tools, because you’re going to utilize everything possible.

If you have relatively close matches at other vendors, ask if they will upload their files too. The upload is free. Not only will they receive additional matches, and another set of ethnicity results, their results will help you by associating your matches with specific sides of your family.

Why Order Multiple Tests Now Instead of Waiting?

I encourage testers to order their tests at the beginning of their journey, not one at a time. Each new test from a vendor takes about 6-8 weeks from the time you initially order – they send the test, you swab or spit, return it, and they process your DNA. Of course, uploading takes far less time.

If you’re adding elapsed time, two autosomal tests (Ancestry and 23andMe), two uploads (FamilyTreeDNA and MyHeritage,) a Y-DNA and a mitochondrial DNA test, if all purchased serially, one after the other, means you’ll be waiting about 6-8 months.

Do you want to wait 6-8 months? Can you afford to?

Part of that answer has to do with what, exactly, you’re seeking.

A Name or Information?

Are you seeking the name of a person, or are you seeking information about that person? With grandparents, you may be hoping to meet them, and time may be of the essence. Time delayed may not be able to be recovered or regained.

Most people don’t just want to put a name to the person they are seeking – they want to learn about them. You will have different matches at each company. Even after you identify the person you seek, the people you match at each company may have information about them, their photos, know about their life, family, and their ancestors. They may be able and willing to facilitate an introduction if that’s what you seek.

One cousin that I assisted discovered that his father had died just 6 weeks before he made the connection. He was heartsick.

Having data from all vendors simultaneously will allow you to compile that data and work with it together as well as separately. Using your “best” matches at each company, augmented by both Y-DNA and mitochondrial DNA can make MUCH shorter work of this search.

Your Y-DNA, if you’re a male will give you insights into your surname line, and the Big-Y test now comes with estimates of how far in the past you share a common ancestor with other men that have taken the Big-Y test. This can be a HUGE boon to a male trying to figure out his surname line.

Y-DNA and mitochondrial DNA, respectively, will eliminate many people from being your mother or father, or your direct paternal or direct maternal line ancestor. Both provide insights into which population and where that population originated as well. In other words, it provides you lineage-specific information not available elsewhere.

Your Y-DNA and mitochondrial DNA can also provide critically important information about whether that direct line ancestor belonged to an endogamous population, and where they came from.

Strategies

You may be tempted to think that you only need to test at one vendor, or at the vendor with the largest database, but that’s not necessarily true.

Here’s a table of my closest matches at the 4 vendors.

Vendor Closest Maternal Closest Paternal Comments
Ancestry 1C, 1C1R Half 1C, 2C I recognized both of the maternal and neither of the paternal.
23andMe 2C, 2C 1C1R, half-gr-niece Recognized both maternal, one paternal
MyHeritage Mother uploaded, 1C Half-niece, half 1C Recognized both maternal, one paternal
FamilyTreeDNA Mother tested, 1C1R Parent/child, half-gr-niece Recognized all 4

To be clear, I tested my mother at FamilyTreeDNA before she passed away, but if I was an adoptee searching for my mother, that’s the first database she would be in. As her family, we were able to order the Family Finder test from her archived DNA after she had passed away. I then uploaded her DNA file to MyHeritage, but she’ll never be at either 23andMe or Ancestry because they don’t accept uploads and she clearly can’t test.

Additionally, being able to identify maternal matches by viewing shared matches with my mother separates out close matches from my paternal side.

Let’s put this another way, I stand a MUCH BETTER chance of unraveling this mystery with the combined closest matches of all 4 databases instead of the top ones from just one database.

I’m providing analysis methodologies for working with results from all of the vendors together, in case your answer is not immediately obvious. Taking multiple tests facilitates using all of these tools immediately, not months later. Solving the puzzle sooner means you may not miss valuable connection opportunities.

You may also discover that the door slams shut with some people, but another match may be unbelievably helpful. Don’t unnecessarily limit your possibilities.

Here’s the testing and upload strategy I recommend.

What When Ancestry 23andMe MyHeritage FamilyTreeDNA GEDmatch
Order autosomal test Initially Yes Yes Upload Upload Upload
Order Big-Y DNA test if male Initially Yes
Order mitochondrial DNA test Initially Yes
Upload free autosomal file From Ancestry or 23andMe Yes Yes Yes
Unlock Advanced Tools When upload file $29 $19 $9.95 month
Includes X Matching No Yes No Yes Yes
Chromosome Browser, segment location information No Yes Yes Yes Yes

When you upload a DNA file to a vendor site, only upload one file per site, per tester. Otherwise, multiple tests simply glom up everyone’s match list with multiple matches to the same person and can be very confusing.

  • One person took an autosomal test at a company that accepts uploads, forgot about it, uploaded a file from another vendor later, and immediately thought she had found her parent. She had not. She “found” herself.
  • Another person though she had found two sisters, but one person had uploaded their own file from two different vendors.

Multiple vendor sites reveal multiple close matches to different people which increase your opportunity to discover INFORMATION about your family, not just the identity of the person.

Match Ranges

Given that we are searching for an unknown maternal grandfather, your mother may not have had any (known) full siblings. The “best” match would be to a full or half siblings to your parents, or their descendants, depending on how old your grandparents would be.

Let’s take the “worst case” scenario, meaning there are no full siblings AND there are many possible generations between you and the people you may match.

Now, let’s look at DNAPainter’s Shared cM tool.

You’re going to be looking for someone who is either your mother’s half sibling on her father’s side, or who is a full sibling.

If your mother is adopted, it’s possible that she has or had full siblings. If your mother was born circa 1920, it’s likely that you will be matching the next generation, or two, or three.

However, if your mother was born later, you could be matching her siblings directly.

I’m going to assume half siblings for this example, because they are more difficult than full siblings.

Full sibling relationships for your mother’s siblings are listed at right. Your full aunt or uncle at top, then their descendant generations below.

At left, in red, are the half-sibling relationships and the matching amounts.

You can see that if you’re dealing with half 1C3R (half first cousin three times removed,) you may not match.

Therefore, in order to isolate matches, it’s imperative to test every relevant relative possible.

Who’s Relevant for DNA Testing?

Who is relevant to test If you’re attempting to identify your maternal grandfather?

The goal is to be able to assign matches to the most refined ancestor possible. In other words, if you can assign someone to either your grandmother’s line, or your grandfather’s line, that’s better than assigning the person to your grandparents jointly.

Always utilize the tests of the people furthest up the tree, meaning the oldest generations. Their DNA is less-diluted, meaning it has been divided fewer times. Think about who is living and might be willing to test.

You need to be able to divide your matches between your parents, and then between your grandparents on your mother’s side.

  • Test your parents, of course, and any of their known siblings, half or full.
  • If those siblings have passed away, test as many of their children as you can.
  • If any of your grandparents are living, test them
  • If BOTH of your grandparents on the same side aren’t available to test, test any, preferably all, living aunts or uncles.
  • If your maternal grandmother had siblings, test them or their descendants if they are deceased.
  • If your parents are deceased, test your aunts, uncles, full siblings and half-siblings on your mother’s side. (Personally, I’d test all half-siblings, not just maternal.)
  • Half-siblings are particularly valuable because there is no question which “side” your shared DNA came from. They will match people you don’t because they received part of your parent’s DNA that you did not.

Furthermore, shared matches to half-siblings unquestionably identify which parent those matches are through.

Essentially, you’re trying to account for all matches that can be assigned to your grandparents whose identities you know – leaving only people who descend from your unknown maternal grandfather.

Testing your own descendants will not aid your quest. There is no need to test them for this purpose, given that they received half of your DNA.

I wrote about why testing close relatives is important in the article Superpower: Your Aunts’ and Uncles’ DNA is Your DNA Too – Maximize Those Matches!

Create or Upload a Tree

Three of the four major vendors, plus GEDMatch, support and utilize family trees.

You’ll want to either upload or create a tree at each of the vendor sites.

You can either upload a GEDCOM file from your home computer genealogy software, or you can create a tree at one of the vendors, download it, and upload to the others. I described that process at Ancestry, here.

Goal

Your goal is to work with your highest matches first to determine how they are related to you, thereby eliminating matches to known lineages.

Assuming you’re only searching for the identity of one grandparent, it’s beneficial to have done enough of your genealogy on your three known grandparents to be able to assign matches from those lines to those sides.

Step 1 is to check each vendor for close matches that might fall into that category.

The Top 15 at Each Vendor

Your closest several autosomal matches are the most important and insightful. I begin with the top 15 autosomal results at each vendor, initially, which provides me with the best chance of meaningful close relationship discoveries.

Create a Spreadsheet or Chart

I hate to use that S word (spreadsheet), because I don’t want non-technical people to be discouraged. So, I’m going to show you how I set up a spreadsheet and you can simply create a chart or even draw this out on paper if you wish.

I’ve color-coded columns for each of my 4 grandparents. The green column is the target Maternal Grandfather whose identity I’m seeking.

I match our first example; Erik, at 417 cM. Based on various pieces of information, taken together, I’ve determined that I’m Erik’s half 1C1R. His 8 great-grandparent surnames, or the ones he has provided, indicate that I’m related to Eric on my paternal grandfather’s line.

You’ll want to record your closest matches in this fashion.

Let’s look at how to find this information and work with the tools at the individual vendors.

23andMe

Let’s start at 23andMe, because they create a potential genetic tree for you, which may or may not be accurate.

I have two separate tests at 23andMe. One is a V3 and one is a V4 test. I keep one in its pristine state, and I work with the second one. You’ll see two of “me” in the tree, and that’s why.

23andMe makes it easy to see estimated relationships, although they are not always correct. Generally, they are close, and they can be quite valuable.

Click on any image to enlarge

The maternal and paternal “sides” may not be positioned where genealogists are used to seeing them. Remember, 23andMe has no genealogy trees, so they are attempting to construct a genetic tree based on how people are related to you and to each other, with no prior knowledge. They do sometimes have issues with half-relationships, so I’d encourage you to use this tree to isolate people to the three grandparents you know.

In my case, I was able to determine the maternal and paternal sides easily based on known cousins. This is the perfect example of why it’s important to test known relatives from both sides of your family.

My paternal side, at right, in blue, was easy because I recognized my half-sister’s family, and because of known cousins who I recognized from having tested elsewhere. I’ve worked with them for years. The blue stars show people I could identify, mostly second cousins.

My maternal side is at left, in red. Normally, for genealogists, the maternal side is at right, and the paternal at left, so don’t make assumptions, and don’t let this positioning throw you.

I’m pretending I don’t know who my maternal grandfather is. I was able to identify my maternal grandmother’s side based on a known second cousin.

That leaves my target – my maternal grandfather’s line.

All of the matches to the left of the red circle would, by process of elimination, be on my maternal grandfather’s side.

The next step would be to figure out how the 5 people descending from my maternal grandfather’s line are related to each other – through which of their ancestors.

On the DNA Relatives match list, here’s what needs to be checked:

  • Do your matches share surnames with you or your ancestors?
  • Do they show surnames in common with each other?
  • Is there a common location?
  • Birth year which helps you understand their potential generation.
  • Did they list their grandparents’ birthplaces?
  • Did they provide a family tree link?
  • Do they also match each other using the Relatives in Common feature?
  • Do they triangulate, indicated by “DNA Overlap” in Relatives in Common?
  • Who else is on the Relatives in Common list, and what do they have in common with each other?
  • Looking at your Ancestry Composition compared with theirs, what are your shared populations, and are they relevant? If you are both 100% European, then shared populations aren’t useful, but if both people share the same minority ancestry, especially on the same segments, it may indeed be relevant – especially if it can’t be accounted for on the known sides of the family.

Reach out to these people and see what they know about their genealogy, if they have tested elsewhere, and if they have a genealogy tree someplace that you can view.

If they can tell you their grandparents’ names, birth and death dates and locations, you can check public sources like WikiTree, FamilySearch and Geni, or build trees for them. You can also use Newspaper resources, like Newspapers.com, NewspaperArchive and the newspapers at MyHeritage.

I added the top 15 23andMe matches into the spreadsheet I created.

You’ll notice that not many people at 23andMe enter surnames. However, if you can identify individuals from your 3 known lines, you can piggyback the rest by using Relatives in Common in conjunction with the genetic tree placement.

Be sure to check all the people that are connected to the target line in your genetic tree.

You’ll want to harvest your DNA segments to paint at DNAPainter if you don’t solve this mystery with initial reviews at each vendor.

Ancestry

Let’s move to Ancestry next.

At Ancestry, you’ll want to start with your closest matches on your match list.

Ancestry classifies “Close Matches” as anyone 200 cM or greater, which probably won’t reach as far down as the matches we’ll want to include.

Some of the categories in the Shared cM Chart from DNAPainter, above, don’t work based on ages, so I’ve eliminated those. I also know, for example, that someone who could fall in the grandparent/grandchild category (blue star,) in my case, does not, so must be a different relationship.

Second cousins, who share great-grandparents, can be expected to share about 229 cM of DNA on average, or between 41 and 592 cM. First cousins share 866 cM, and half first cousins share 449 cM on average.

I have 13 close matches (over 200 cM), but I’m including my top 15 at each vendor, so I added two more. You can always go back and add more matches if necessary. Just keep in mind that the smaller the match, the greater the probability that it came from increasingly distant generations before your grandparents. Your sweet spot to identify grandparents is between 1C and 2C.

I need to divide my close matches into 4 groups, each one equating to a grandparent. Record this on your spreadsheet.

You can group your matches at Ancestry using colored dots, which means you can sort by those groups.

You can also select a “side” for a match by clicking on “Yes” under the question, “Do you recognize them?”

Initially, you want to determine if this person is related to you on your mother’s or father side, and hopefully, through which grandparent.

Recently, Ancestry added a feature called SideView which allows testers to indicate, based on ethnicity, which side is “parent 1” and which side is “parent 2.” I wrote about that, here.

Make your selection, assuming you can tell which “side” of you descends from which parent based on ethnicity and/or shared matches. How you label “parent 1,” meaning either maternal or paternal, determines how Ancestry assigns your matches, when possible.

Using these tools, which may not be completely accurate, plus shared matches with people you can identify, divide your matches among your three known grandparents, meaning that the people you cannot assign will be placed in the fourth “unknown” column.

On my spreadsheet, I assign all of my closest matches to one of my grandparents. Michael is my first cousin (1C) and we share both maternal grandparents, so he’s not helpful in the division because he can’t be assigned to only one grandparent.

The green maternal grandfather is who I’m attempting to identify.

There are 4 people, highlighted in yellow, who don’t fall into the other three grandparent lines, so they get added to the green column and will be my focus.

I would be inclined to continue adding matches using a process known as the Leeds Method, until I had several people in each category. Looking back at the DNAPainter cM chart, at this point, we don’t have anyone below 200 cM and the matches we need might be below that threshold. The more matches you have to work with, the better.

At Ancestry, you cannot download your matches into a spreadsheet, nor can you work with other clustering tools such as Genetic Affairs, so you’ll have to build out your spreadsheet manually.

Check for the same types of information that I reviewed at 23andMe:

  • Review trees, if your matches have them, minimally recording the surnames of their 8 great-grandparents.
  • Review shared matches, looking for common names in the trees in recent generations.
  • View shared matches with people with whom you have a “Common Ancestor” indication, which means a ThruLine. You won’t have Thrulines with your target grandparent, of course, but Thrulines will allow you to place the match in one of the other columns. I wrote about ThruLines here, here and here.
  • ThruLines sometimes suggests ancestors based on other people’s trees, so be EXCEEDINGLY careful with potential ancestor suggestions. That’s not to say you should discount those suggestions. Just treat them as tree hints that may have been copy/pasted hundreds of times, because that’s what they are.

I make notes on each match so I can easily see the connection by scanning without opening the match.

Now, I have a total of 30 entries on my spreadsheet, 15 from 23and Me and 15 from Ancestry.

Why Not Use Autosclusters?

Even with vendors who allow or provide cluster tools, I don’t use an automated autocluster tool at this point. Autocluster tools often omit your closest matches because your closest matches would be in nearly half of all your clusters, which isn’t exactly informative. However, for this purpose, those are the very matches we need to evaluate.

After identifying groups of people that represent the missing grandparent, using our spreadsheet methodology, autoclusters could be useful to identify common surnames and even to compare the trees of our matches using AutoTree, AutoPedigree and AutoKinship. AutoClusters cannot be utilized at Ancestry, but is available through MyHeritage and at GEDmatch, or through Genetic Affairs for 23andMe and FamilyTreeDNA.

Next, let’s move to FamilyTreeDNA.

FamilyTreeDNA

FamilyTreeDNA is the only vendor that provides Family Matching, also known as “bucketing.” FamilyTreeDNA assigns your matches to either a paternal or maternal bucket, or both, based on triangulated matches with someone you’ve linked to a profile in your tree.

The key to Family Matching is to link known Family Finder matches to their profile cards in your tree.

Clicking on the Family Tree link at the top of your personal page allows you to link your matches to the profile cards of your matches.

FamilyTreeDNA utilizes these linked matches to assign those people, and matches who match you and those people, both, on at least one common segment, to the maternal or paternal tabs on your match list.

Always link as many known people as possible (red stars) which will result in more matches being bucketed and assigned to parents’ sides for you, even if neither parent is available to test.

I wrote about Triangulation in Action at FamilyTreeDNA, here.

You can see at the top of my match list that I have a total of 8000 matches of which 3422 are paternal, 1517 are maternal and 3 match on both sides. Full siblings, their (and my) children and their descendants will always match on both sides. People with endogamy across both parents may have several matches on both sides.

If your relevant parent has tested, always work from their test.

Because we are searching for the maternal grandfather, in this case, we can ignore all tests that are bucketed as paternal matches.

Given that we are searching for my maternal grandfather, I probably have not been able to link as many maternal matches, other than possibly ones from my maternal grandmother. This means that the maternal grandfather’s matches are not bucketed because there are no identified matches to link on that side of my tree.

If you sort by maternal and paternal tabs, you’ll miss people who aren’t bucketed, meaning they have no maternal or paternal icon, so I recommend simply scanning down the list and processing maternal matches and non-bucketed matches.

By being able to confidently ignore paternally bucketed matches and only processing maternal and non-assigned matches, this is equivalent to processing the first 48 total matches. If I were to only look at the first 15 matches, 12 were paternal and only 3 are maternal.

Using bucketing at FamilyTreeDNA is very efficient and saves a lot of work.

Omitting paternal matches also means we are including smaller matches which could potentially be from common ancestors further back in the tree. Or, they could be younger testers. Or simply smaller by the randomness of recombination.

FamilyTreeDNA is a goldmine, with 16 of 20 maternal matches being from the unknown maternal grandfather.

Next, let’s see what’s waiting at MyHeritage.

MyHeritage

MyHeritage is particularly useful if your lineage happens to be from Europe. Of course, if you’re searching for an unknown person, you probably have no idea where they or their ancestors are from. Two of my best matches first appeared at MyHeritage.

Of course, your matches with people who descend from your unknown maternal grandfather won’t have any Theories of Family Relativity, as that tool is based on BOTH a DNA match plus a tree or document match. However, Theories is wonderful to group your matches to your other three grandparents.

MyHeritage provides a great deal of information for each match, including common surnames with your tree. If you recognize the surnames (and shared matches) as paternal or maternal, then you can assign the match. However, the matches you’re most interested in are the highest matches without any surnames in common with you – which likely point to the missing maternal grandfather.

However, those people may, and probably do, have surnames in common with each other.

Of the matches who aren’t attributed to the other three grandparents, the name Ferverda arises again and again. So does Miller, which suggests the grandparent or great-grandparent couple may well be Ferverda/Miller.

Let’s continue working through the process with our spreadsheet and see what we can discover about those surnames.

Our 60 Results

Of the 60 total results, 15 from each vendor, a total of 24 cannot be assigned to other columns through bucketing or shared matches, so are associated with the maternal grandfather. Of course, Michael who descends from both of my maternal grandparents won’t be helpful initially.

Cheryl, Donald and Michael are duplicates at different vendors, but the rest are not.

Of the relevant matches, the majority, 12 are from FamilyTreeDNA, four each are from Ancestry and MyHeritage, and three are from 23andMe.

Of the names provided in the surname fields of matches, in matches’ trees in the first few generations, and the testers’ surnames, Ferverda is repeated 12 times, for 50% of the time. Miller is repeated 9 times, so it’s likely that either of those are the missing grandfather’s surname. Of course, if we had Y-DNA, we’d know the answer to that immediately.

Comparing trees of my matches, we find John Ferverda as the common ancestor between two different matches. John is the son of Hiram Ferverda and Eva Miller who are found in several trees.

That’s a great hint. But is this the breakthrough I need?

What’s Next?

The next step is to look for connections between the maternal grandmother, Edith Lore, who is known in our example, and a Ferverda male. He is probably one of the sons of Hiram Ferverda and Eva Miller. Do they lived in the same area? In close proximity? Do they attend the same church or school? Are they neighbors or live close to the family or some of their relatives? Does she have connections with Ferverda family members? We are narrowing in.

Some of Hiram and Eva’s sons might be able to be eliminated based on age or other factors, or at least be less likely candidates. Any of their children who had moved out of state when the child was conceived would be less likely candidates. Age would be a factor, as would opportunity.

Target testing of the Ferverda sons’ children, or the descendants of their children would (probably) be able to pinpoint which of their sons is more closely related to me (or my mother) than the rest.

In our case, indeed, John Ferverda is the son we are searching for and his descendant, Michael is the highest match on the list. Cheryl and Donald descend from John’s brother, which eliminates him as a candidate. Another tester descends from a third Ferverda son, which eliminates that son as well.

Michael, my actual first cousin with a 755 cM match at one vendor, and 822 cM at a second vendor, is shown by the MyHeritage cM Explainer with an 88% probability that he is my first cousin.

However, when I’m trying to identify the maternal grandfather, which is half of that couple, I need to focus one generation further back in time to eliminate other candidates.

The second and third closest matches are both Donald at 395 cM and Cheryl at 467 cM who also share the same Ferverda/Miller lineage and are the children of my maternal grandfather’s brother.

On the spreadsheet, I need to look at the trees of people who have both Ferverda and Miller, which brought me to both Cheryl and Donald, then Michael, which allowed me to identify John Ferverda, unquestionably, as my grandfather based on the cM match amounts.

Cheryl and Donald, who are confirmed full siblings, and my mother either have to be first cousins, or half siblings. Their match with mother is NOT in the half-sibling range for one sibling, and on the lower edge with the other. Mother also matches Michael as a nephew, not more distantly as she would if he were a first cousin once removed (1C1R) instead of a nephew.

Evaluating these matches combined confirms that my maternal grandfather is indeed John Ferverda.

What About X DNA?

The X chromosome has a unique inheritance path which is sometimes helpful in this circumstance, especially to males.

Women inherit an X chromosome from both parents, but males inherit an X chromosome from ONLY their mother. A male inherits a Y chromosome from his father which is what makes him male. Women inherit two X chromosomes, one from each parent, and no Y, which is what makes them female.

Therefore, if you are a male and are struggling with which side of your tree matches are associated with, the X chromosome may be of help.

Your mother passed her X chromosome to you, which could be:

  • Her entire maternal X, meaning your maternal grandmother’s X chromosome
  • Her entire paternal X, meaning your maternal grandfather’s X chromosome (which descends from his mother)
  • Some combination of your maternal grandmother and maternal grandfather’s chromosomes

One thing we know positively is that a male’s X matches are ALWAYS from their maternal side only, so that should help when dividing a male’s matches maternally or paternally. Note – be aware of potential pedigree collapse, endogamy and identical-by-chance matches if it looks like a male has a X match on his father’s side.

Unfortunately, the X chromosome cannot assist females in the same way, because females inherit an X from both parents. Therefore, they can match people in the same was as a male, but also in additional ways.

  • Females will match their paternal grandmother on her entire X chromosome, and will match one or both of their maternal grandparents on the X chromosome.
  • Females will NEVER match their paternal grandfather’s X chromosome because their father did not inherit an X chromosome from his father.
  • Males will match one or both of their maternal grandparents on their X chromosome.
  • Males will NEVER match their paternal grandparents, because males do not receive an X chromosome from their father.

The usefulness of X DNA matching depends on the inheritance path of both the tester AND their match.

When Can Y-DNA or Mitochondrial DNA Help with Grandparent Identification?

If you recall, I selected the maternal grandfather as the person to seek because no tester carries either the Y-DNA or mitochondrial DNA of their maternal grandfather. In other words, this was the most difficult identification, meaning that any of the other three grandparents would be, or at least could be, easier with the benefit of Y-DNA and/or mitochondrial DNA testing.

In addition to matching, both Y-DNA and mitochondrial DNA will provide testers with location origins, both continental and often much more specific locations based on where other testers and matches are from.

Y-DNA often provides a surname.

Let’s see how these tests, matches and results can assist us.

  • Paternal grandfather – If I was a male descended from John Ferverda paternally, I could have tested both my autosomal DNA PLUS my Y-DNA, which would have immediately revealed the Ferverda surname via Y-DNA. Two Ferverda men are shown in the Ferverda surname DNA project, above.

That revelation would have confirmed the Ferverda surname when combined with the high frequency of Ferverda found among autosomal matches on the spreadsheet.

  • Maternal grandmother – If we were searching for a maternal grandmother, both the male and female sibling testers (as shown in the pedigree chart) would have her mitochondrial DNA which could provide matches to relevant descendants. Mitochondrial DNA at both FamilyTreeDNA and 23andMe could also eliminate anyone who does not match on a common haplogroup, when comparing 23andMe results to 23andMe results, and FamilyTreeDNA to FamilyTreeDNA results at the same level.

At 23andMe, only base level haplogroups are provided, but they are enough to rule out a direct matrilineal line ancestor.

At FamilyTreeDNA, the earlier HVR1 and HVR2 tests provide base level haplogroups, while full sequence testing provides granular, specific haplogroups. Full sequence is the recommended testing level.

  • Paternal grandmother – If we were searching for a paternal grandmother, testers would, of course, need either their father to test his mitochondrial DNA, or for one of his siblings to test which could be used in the same way as described for maternal grandmother matching.

Summary

Successfully identifying a grandparent is dependent on many factors. Before you make that identification, it’s very difficult to know which are more or less important.

For example, if the grandparent is from a part of the world with few testers, you will have far fewer matches, potentially, than other lines from more highly tested regions. In my case, two of my four grandparents’ families, including Ferverda, immigrated in the 1850s, so they had fewer matches than families that have been producing large families in the US for generations.

Endogamy may be a factor.

Family size in past and current generations may be a factor.

Simple luck may be a factor.

Therefore, it’s always wise to test your DNA, and that of your parents and close relatives if possible, and upload to all of the autosomal databases. Then construct an analysis plan based on:

  • How you descend from the grandparent in question, meaning do you carry their X DNA, Y-DNA or mitochondrial DNA.
  • Who else is available to test their autosomal DNA to assist with shared matches and the process of elimination.
  • Who else is available to test for Y-DNA and/or mitochondrial DNA of the ancestor in question.

If you don’t find the answer initially, schedule a revisit of your matches periodically and update your spreadsheet. Sometimes DNA and genealogy is a waiting same.

Just remember, luck always favors the prepared!

Resources

You may find the following resource articles beneficial in addition to the links provided throughout this article.

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X Chromosome Master Class

The X chromosome can be especially useful to genetic genealogists because it has a unique inheritance path. Thanks to that characteristic, some of the work of identifying your common ancestor is done just by simply HAVING an X match.

Unfortunately, X-DNA and X matching is both underutilized and somewhat misunderstood – in part because not all vendors utilize the X chromosome for matching.

The X chromosome has the capability of reaching further back in time and breaking down brick walls that might fall no other way.

Hopefully, you will read this article, follow along with your own DNA results and make important discoveries.

Let’s get started!

Who Uses the X Chromosome?

The X chromosome is autosomal in nature, meaning it recombines under some circumstances, but you only inherit your X chromosome from certain ancestors.

It’s important to understand why, and how to utilize the X chromosome for matching. In this article, I’ve presented this information in a variety of ways, including case studies, because people learn differently.

Of the four major testing vendors, only two provide X-DNA match results.

  • FamilyTreeDNA – provides X chromosome results and advanced matching capabilities including filtered X matching
  • 23andMe – provides X chromosome results, but not filtered X matching without downloading your results in spreadsheet format
  • Ancestry and MyHeritage do not provide X-DNA results but do include the X in your raw DNA file so you can upload to vendors who do provide X matching
  • GEDmatch – not a DNA testing vendor but a third-party matching database that provides X matching in addition to other tools

It’s worth noting at this point that X-DNA and mitochondrial DNA is not the same thing. I wrote about that, here. The source of this confusion is that the X chromosome and mitochondrial DNA are both associated in some way with descent from females – but they are very different and so is their inheritance path.

So, what is X-DNA and how does it work?

What is X-DNA?

Everyone inherits two copies of each of chromosomes 1-22, one copy of each chromosome from each of your parents.

That’s why DNA matching works and each match can be identified as “maternal” or “paternal,” depending on how your match is related to you. Each valid match (excluding identical by chance matches) will be related either maternally, or paternally, or sometimes, both.

Your 23rd chromosome is your sex determination chromosome and is inherited differently. Chromosome 23 is comprised of X and Y DNA.

Everyone inherits one copy of chromosome 23 from each parent.

  • Males inherit a Y chromosome from their father, which is what makes males male. They do not inherit an X chromosome from their father.
  • Males always inherit an X chromosome from their mother.
  • Females inherit an X chromosome from both parents, which is what makes them female. Females have two X chromosomes, and no Y chromosome.
Chromosome 23 Father Contributes Mother Contributes
Male Child Y chromosome X chromosome
Female Child X chromosome X chromosome

X-DNA and mitochondrial DNA are often confused, but they are not the same thing. In fact, they are completely different.

Mitochondrial DNA, in BOTH males and females is always inherited from only the mother and only descends from the direct matrilineal line, so only the mother’s mother’s mother’s direct line. X DNA can be inherited from a number of ancestors based on a specific inheritance path.

Everyone has both X-DNA AND mitochondrial DNA.

Because males don’t inherit an X chromosome from their father, X chromosome matching has a unique and specific pattern of descent which allows testers who match to immediately eliminate some potential common ancestors.

  • Males only inherit an X chromosome from their mother, which means they can only have legitimate X matches on their mother’s side of their tree.
  • Females, on the other hand, inherit an X chromosome from both their mother and father. Their father only has one X chromosome to contribute, so his daughter receives her paternal grandmother’s X chromosome intact.
  • Both males and females inherit their mother’s X chromosome just like any of the other 22 autosomes. I wrote about chromosomes, here.

However, the unique X chromosome inheritance path provides us with a fourth very useful type of DNA for genealogy, in addition to Y-DNA, mitochondrial and autosomal DNA.

For the vendors who provide X-matching, it’s included with your autosomal test and does not need to be purchased separately.

The Unique X Chromosome

The X chromosome, even though it is autosomal in nature, meaning it does recombine and divide in certain circumstances, is really its own distinct tool that is not equivalent to autosomal matching in the way we’re accustomed. We just need to learn about the message it’s delivering and how to interpret X matches.

FamilyTreeDNA is one of two vendors who utilizes X chromosome matching, along with 23andMe, which is another good reason to encourage your matches at other vendors to upload their DNA file to FamilyTreeDNA for free matching.

The four major vendors do include X-DNA results in their raw DNA download file, even if they don’t provide X-matching themselves. This means you can upload the results to either FamilyTreeDNA or GEDmatch where you can obtain X matches. I provided step-by-step download/upload instructions for each vendor here.

Let’s look how X matching is both different, and beneficial.

My X Chromosome Family Tree

We are going to build a simple case study. A case study truly is worth 1000 descriptions.

This fan chart of my family tree colorizes the X chromosome inheritance path. In this chart, males are colored blue and females pink, but the salient point is that I can inherit some portion of (or all of) a copy of my X chromosome from the colorized ancestors, and only those ancestors.

Because males don’t inherit an X chromosome from their father, they CANNOT inherit any portion of an X chromosome from their father’s ancestors.

Looking at my father’s half of the chart, at left, you see that I inherited an X chromosome from both of my parents, but my father only inherited an X chromosome from his mother, Ollie Bolton. His father’s portion of the tree is uncolored, so no X chromosome could have descended from his paternal ancestors to him. Therefore he could not pass any X chromosome segments to me from his paternal side – because he doesn’t have X DNA from his father.

Hence, I didn’t inherit an X chromosome from any of the people whose positions in the chart are uncolored, meaning I can only inherit an X chromosome from the pink or blue people.

Essentially any generational male to male, meaning father/son relationship is an X-DNA blocker.

I know positively that I inherited my paternal grandmother, Ollie Bolton’s entire X chromosome, because hers is the only X chromosome my father, in the fan chart above, had to give me. His entire paternal side of the fan chart is uncolored.

Men only ever inherit their X chromosome from their mother. The only exception to this is if a male has the rare genetic condition of Klinefelter Syndrome, also known as XXY. If you are an adult male, it’s likely that you’ll already know if you have Klinefelters, so that’s probably the last possibility you should consider if you appear to have paternal X matches, not the first.

Sometimes, men appear to have X matches on their father’s side, but (barring Klinefelter’s) this is impossible. Those matches must either be identical by chance, or somehow related in an unknown way on their mother’s side.

Everyone inherits an X chromosome from their mother that is some combination of the X from her father and mother. It’s possible to inherit all of your maternal grandmother or maternal grandfather’s X chromosome, meaning they did not recombine during meiosis.

Using DNA Painter as an X Tool

I use DNAPainter to track my matches and correlate segments with ancestors.

I paint my DNA segments for all my chromosomes at DNAPainter which provides me with a central tracking mechanism that is visual in nature and allows me to combine matches from multiple vendors who provide segment information. I provide step-by-step instructions for using DNAPainter, here.

This is my maternal X chromosome with my matches painted. I’ve omitted my matches’ names for privacy.

On the left side of the shaded grey column, those matches are from my maternal grandmother’s ancestors. On the right side, those matches are from my maternal grandfather’s ancestors.

The person in the grey column descends from unknown ancestors. In other words, I can tell that they descend from my maternal line, but I can’t (yet) determine through which of my two maternal grandparents.

There’s also an area to the right of the grey column where there are no matches painted, so I don’t know yet whether I inherited this portion of my X chromosome from my maternal grandmother or maternal grandfather.

The small darker pink columnar band is simply marking the centromere of the chromosome and does not concern us for this discussion.

Click on any image to enlarge

In this summary view of my paternal X chromosome, above, it appears that I may well have inherited my entire X chromosome from my paternal great-grandmother. We know, based on our inheritance rules that I clearly received my paternal grandmother’s X chromosome, because that’s all my father had to give me.

However, by painting my matches based on their ancestors, and selecting the summary view, you can see that most of my paternal X chromosome can be accounted for, with the exception of rather small regions with the red arrows.

It’s not terribly unusual for either a male or female to inherit their entire maternal X chromosome from one grandparent, or in this case, great-grandparent.

Of course, a male doesn’t inherit an X chromosome from their father, but a female can inherit her paternal X chromosome from either or both paternal grandparents.

Does Size Matter?

Generally speaking, an X match needs to be larger than a match on the other chromosomes to be considered genealogically equivalent in the same timeframe as other autosomal matches. This is due to:

  • The unique inheritance pattern, meaning fewer recombination events occurred.
  • The fact that X-DNA is NOT inherited from several lines.
  • The X chromosome has lower SNP density, meaning it contains fewer SNPs, so there are fewer possible locations to match when compared to the other chromosomes.

I know this equivalency requirement sounds negative, but it’s actually not. It means 7 cM (centimorgans) of DNA on the X chromosome will reach back further in time, so you may carry the DNA of an ancestor on the X chromosome that you no longer carry on other chromosomes. It may also mean that older segments remain larger. It’s actually a golden opportunity.

It sounds much more positive to say that a 16 cM X match for a female, or a 13 cM X match for a male is about the same as a 7 cM match for any other autosomal match in the same generation.

Of course, if the 7 cM match gets divided in the following generation, it has slipped below the matching threshold. If a 16 or 13 cM X match gets divided, it’s still a match. Plus, in some generations, if passed from father to daughter, it’s not divided or recombined. So a 7 cM X match may well be descended from ancestors further back in time.

X Chromosome Differences are Important!

Working with our great-great grandparent’s generation, we have 16 direct ancestors as illustrated in the earlier fan chart.

Given that females inherit from 8 X-chromosome ancestors in total, they are going to inherit an average of 45.25 cM of X-DNA from each of those ancestors. Females have two X chromosomes for a total length of 362 cM of X-DNA from both parents.

A male only has one X chromosome, 181 cM in length, so he will receive an average of 36.2 cM from each of 5 ancestors, and it’s all from his mother’s side.

In this chart, I’ve shown the total number of cMs for all of the autosomes, meaning chromosomes 1-22 and, separately, the X for males and females.

  • The average total cM for chromosomes 1-22 individually is 304 cM. (Yes, each chromosome is a different length, but that doesn’t matter for averages.)
  • That 304 cM can be inherited from any of 16 ancestors (in your great-grandparent’s generation)
  • The total number of cM on the X chromosomes for both parents for females totals 362
  • The total cM of X-DNA for males is 181 cM
  • The calculated average cM inherited for the X chromosome in the same generation is significantly different, shown in the bottom row.

The actual average for males and females for any ancestor on any random non-X chromosome (in the gg-grandparent generation) is still 19 cM. Due to the inheritance pattern of the X chromosome, the female X-chromosome average inheritance is 45.25 cM and the male average is 36.2 cM, significantly higher than the average of 19 cM that genetic genealogists have come to expect at this relationship distance on the other chromosomes, combined.

How Do I Interpret an X Match?

It’s important to remember when looking at X matching that you’re only looking at the amount of DNA from one chromosome. When you’re looking at any other matching amount, you’re looking at a total match across all chromosomes, as reported by that vendor. Vendors report total matching DNA differently.

  • The total amount of matching autosomal DNA does not include the X chromosome cMs at FamilyTreeDNA. X-DNA matching cMs are reported separately.
  • The total amount of matching autosomal DNA does include the X chromosome cMs in the total cM match at 23andMe
  • X-DNA is not used for matching or included in the match amount at either MyHeritage or Ancestry, but is included in the raw DNA data download files for all four vendors.
  • The total match amount shows the total for 22 (or 23) chromosomes, NOT just the X chromosome(s). That’s not apples to apples.

Therefore, an X match of 45 cM for a female or 36 for a male is NOT (necessarily) equivalent to a 19 cM non-X match. That 19 cM is the total for 22 chromosomes, while the X match amount is just for one chromosome.

You might consider a 20 cM match on the regular autosomes significant, but a 20 cM X-only match *could* be only roughly equivalent to a 10ish cM match on chromosomes 1-22 in the same generation. That’s the dog-leg inheritance pattern at work.

This is why FamilyTreeDNA does not report an X-only match if there is no other autosomal match. A 19 cM X match is not equivalent to a 19cM match on chromosomes 1-22. Not to mention, calculating relationships based on cM ranges becomes more difficult when the X is included.

However, the flip side is that because of the inheritance pattern of the X chromosome, that 19 cM match, if valid and not IBC, may well reach significantly further back in time than a regular autosomal matches. This can be particularly important for people seeking either Native or enslaved African ancestors for whom traditional records are elusive if they exist at all.

Critical Take-Away Messages

Here are the critical take-away messages:

  1. Because there are fewer ancestral lineages contributing to the tester’s X chromosome, the amount of X chromosomal DNA that a tester inherits from the ancestors who contribute to their X chromosome is increased substantially.
  2. The DNA of the contributing ancestors is more likely to be inherited, because there are fewer other possible contributing ancestors, meaning fewer recombination events or DNA divisions/recombinations.
  3. X-DNA is also more likely to be inherited because when passed from mother to son, it’s passed intact and not admixed with the DNA of the father.
  4. X matches cannot be compared equally to either percentages or cM amounts on any of the other chromosomes, or autosomal DNA in total, because X matching only reports the amount on one single chromosome, while your total cM match amount reports the amount of DNA that matches from all chromosomes (which includes the X at 23andMe).
  5. If you have X matches at 23andMe and/or FamilyTreeDNA, you can expect your total matching to be higher at 23andMe because they include the X matching cM in the total amount of shared DNA. FamilyTreeDNA provides the amount of X matching DNA separately, but not included in the total. MyHeritage and Ancestry do not include X matching DNA.

For clarity, at FamilyTreeDNA, you can see my shared DNA match with my mother. Of course, I match her on the total length of all my chromosomes, which is 3563 cM, the total Shared DNA for chromosomes 1-22. This includes all chromosomes except for the X chromosome which is reported separately at 181 cM. The longest contiguous block of shared DNA is 284 cM, the entire length of chromosome 1, the longest chromosome.

Because I’m a female, I match both parents on the full length of all 23 chromosomes, including 181 cM on both X chromosomes, respectively. Males will only match their mother on their X chromosome, meaning their total autosomal DNA match to their father, because the X is excluded, is 181 cM less than to their mother.

This difference in the amount of shared DNA with each parent, plus the differences in how DNA totals are reported by various vendors is also challenging for tools like DNAPainter’s Shared cM Tool which is based on the crowd sourced Shared cM Project that averages shared DNA numbers for known relationships at various vendors and translates those numbers into possible relationships for unknown matches.

Not all vendors report their total amount of shared DNA the same way. This is true for both X-DNA and half identical (HIR) versus fully identical (FIR) segments at 23andMe. This isn’t to say either approach is right or wrong, just to alert you to the differences.

Said Another Way

Let’s look at this another way.

If the average on any individual chromosome is 19 cMs for a relationship that’s 5 generations back in time. The average X-DNA for the same distance relationship is substantially more, which means that:

  • The X-DNA probably reaches further back in time than an equivalent relationship on any other autosome.
  • The X-DNA will have (probably) divided fewer times, and more DNA will descend from individual ancestors.
  • The inheritance path, meaning potential ancestors who contributed the X chromosomal DNA, is reduced significantly.

It’s challenging to draw equivalences when comparing X-DNA matching to the other chromosomes due to several variables that make interpretation difficult.

Based on the X-match size in comparison to the expected 19 cM single chromosome match at this genealogical distance, what is the comparable X-DNA segment size to the minimum 7 cM size generally accepted as valid on other chromosomes? What would be equal to a 7 cM segment on any other single random autosomal match, even though we know the inheritance probabilities are different and this isn’t apples to apples? Let’s pretend that it is.

This calculation presumes at the great-great-grandparent level that the 19 cM is in one single segment on a single chromosome. Now let’s divide 19 cM by 7 cM, which is 2.7, then divide the X amounts by the same number for the 7 cM equivalent of 16.75 cM for a female and 13.4 cM for a male.

When people say that you need a “larger X match to be equivalent to a regular autosomal match,” this is the phenomenon being referenced. Clearly a 7 cM X match is less relevant, meaning not equivalent, in the same generation as a 7 cM regular autosomal match.

Still, X matching compared to match amounts shown on the other chromosomes is never exact;u apples to apples because:

  • You’re comparing one X chromosome to the combined DNA amounts of many chromosomes.
  • The limited recombination path.
  • DNA from the other autosomes is less likely to be inherited from a specific ancestor.
  • The X chromosome has a lower SNP density than the other chromosomes, meaning fewer SNPs per cM.
  • The X-DNA may well reach further back in time because it has been divided less frequently.

Bottom Line

The X chromosome is different and holds clues that the other autosomes can’t provide.

Don’t dismiss X matches even if you can’t identify a common ancestor. Given the inheritance path, and the reduced number of divisions, your X-DNA may descend from an ancestor further back in time. I certainly would NOT dismiss X matches with smaller cMs than the 13 and 16 shown above, even though they are considered “equivalent” in the same generation.

X chromosome matching can’t really be equated to matching on the other chromosomes. They are two distinct tools, so they can’t be interpreted identically.

Different vendors treat the X chromosome differently, making comparison challenging.

  • 23andMe includes not only the X chromosome in their cM total, but doubles the Fully Identical Regions (FIR) when people, such as full siblings, share the same DNA from both parents. I wrote about that here.
  • Ancestry does not include the X in their cM match calculations.
  • Neither does MyHeritage.
  • FamilyTreeDNA shows an X match only when it’s accompanied by a match on another chromosome.

The Shared cM Project provides an average of all of the data input by crowdsourcing from all vendors, by relationship, which means that the cM values for some relationships are elevated when compared to the same relationship or even same match were it to be reported from a different vendor.

The Best Part!

The X chromosome inheritance pattern means that you’re much more likely to carry some amount of a contributing ancestor’s X-DNA than on any other chromosome.

  • X-DNA may well be “older” because it’s not nearly as likely to be divided, given that there are fewer opportunities for recombination.
  • When you’re tracking your X-DNA back in your tree, whenever you hit a male, you get an automatic “bump” back a generation to his mother. It’s like the free bingo X-DNA square!
  • You can immediately eliminate many ancestors as your most recent common ancestor (MRCA) with an X-DNA match.
  • Because X-DNA reaches further back in time, sometimes you match people who descend from common ancestors further back in time as well.

If you match someone on multiple segments, if one of those matching segments is X-DNA, that segment is more likely to descend from a different ancestor than the segments on chromosomes 1-22. I’ve found many instances where an X match descends from a different ancestor than matching DNA segments on the autosomes. Always evaluate X matches carefully.

Sometimes X-DNA is exactly what you need to solve a mystery.

Ok, now let’s step through how to use X-DNA in a real-life example.

Using X DNA to Solve a Mystery

Let’s say that I have a 30 cM X match with a male.

  • I know immediately that our most recent common ancestor (MRCA) is on HIS mother’s side.
  • I know, based on my fan chart, which ancestral lines are eliminated in my tree. I’ve immediately narrowed the ancestors from 16 to 5 on his side and 16 to 8 on my side.
  • Two matching males is even easier, because you know immediately that the common ancestor must be on both of their mother’s sides, with only 5 candidate lines each at the great-great-grandparent generation.

Female to female matches are slightly more complex, but there are still several immediately eliminated lines each. That means you’ve already eliminated roughly half of the possible relationships by matching another female on their X chromosome.

In this match with a female second cousin, I was able to identify who she was via our common ancestor based on the X chromosome path. In this chart, I’m showing the relevant halves of her chart at left (paternal), and mine (maternal), side by side.

I added blockers on her chart and mine too.

As it turns out, we both inherited most of our X chromosome from our great-grandparents, marked above with the black stars.

Several lines are blocked, and my grandfather’s X chromosome is not a possibility because the common ancestor is my maternal grandmother’s parents. My grandfather is not one of her ancestors.

Having identified this match as my closest relative (other than my mother) to descend on my mother’s maternal side, I was able to map that portion of my X chromosome to my great-grandparents Nora Kirsch and Curtis Benjamin Lore.

My X Chromosome at DNA Painter

Here’s my maternal X chromosome at DNAPainter and how I utilized chromosome painting to push the identification of the ancestors whose X chromosome I inherited back an additional two generations.

Using that initial X chromosome match with my second cousin, shown by the arrow at bottom of the graphic, I mapped a large segment of my maternal X chromosome to my maternal great-grandparents.

By viewing the trees of subsequent X maternal matches, I was then able to push those common segments, shown painted directly above that match with the same color, back another two generations, to Joseph Hill, born in 1790, and Nabby Hall. I was able to do that based on the fact that other matches descend from Joseph and Nabby through different children, meaning we all triangulate on that common segment. I wrote about triangulation at DNAPainter, here.

I received no known X-DNA from my great-grandmother, Nora Kirsch, although a small portion of my X chromosome is still unassigned in yellow as “Uncertain.”

I received a small portion of my maternal X chromosome, in magenta, at left, from my maternal great-great-grandparents, John David Miller and Margaret Lentz.

The X chromosome is a powerful tool and can reach far back in time.

In some cases, the X, and other chromosomes can be inherited intact from one grandparent. I could have inherited my mother’s entire copy of her mother’s, or her father’s X chromosome based on random recombination, or not. As it turns out, I didn’t, and I know that because I’ve mapped my chromosomes to identify my ancestors based on common ancestors with my matches.

X-DNA Advanced Matches at FamilyTreeDNA

At FamilyTreeDNA, the Advanced Matches tab includes the ability to search for X matches, either within the entire database, or within specific projects. I find the project selection to be particularly useful.

For example, within the Claxton project, my father’s maternal grandmother’s line, I recognize my match, Joy, which provides me an important clue as to the possible common ancestor(s) of our shared segments.

Joy’s tree shows that her 4-times great-grandparents are my 3-times great-grandparents, meaning we are 4th cousins once removed and share 17 cM of DNA on our X chromosome across two segments.

Don’t be deceived by the physical appearance of “size” on your chromosomes. The first segment that spans the centromere, or “waist” of the chromosome, above, is 10.29 cM, and the smaller segment at right is 7.02 cM. SNPs are not necessarily evenly distributed along chromosomes.

Remember, an X or other autosomal match doesn’t necessarily mean the entire match is contained in one segment so long as it’s large enough to be divided in two parts and survive the match threshold.

It’s worth noting that Joy and I actually share at least two different, unrelated ancestral lines, so I need to look at Joy’s blocked lines to see if one of those common ancestral lines is not a possibility for our X match. It’s important to evaluate all possible ancestors, plus the inheritance path to eliminate any lineage that involves a father to son inheritance on the X chromosome.

Last but not least, you may match on your X chromosome through a different ancestor than on other chromosomes. Every matching segment has its own individual history. It’s not safe to assume.

Now, take a look at your X chromosome matches at FamilyTreeDNA, 23andMe, and GedMatch. What will you discover?

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Beethoven’s DNA Reveals Surprises – Does Your DNA Match?

Beethoven’s DNA has been sequenced from a lock of his hair. That, alone, is amazing news – but that’s just the beginning!

The scientific paper was released this week, and the news media is awash with the unexpected surprises that Beethoven’s DNA has revealed for us. Better yet, his DNA is in the FamilyTreeDNA database and you just might match. Are you related to Beethoven?

His Y-DNA, mitochondrial DNA and autosomal DNA have been recovered and are available for matching.

You can check your autosomal results if you’ve taken a Family Finder test, or you can upload your DNA file from either AncestryDNA, 23andMe or MyHeritage to find out if you match Beethoven. Here are the download/upload instructions for each company.

But first, let’s talk about this amazing sequence of events (pardon the pun) and scientific discoveries!

Beethoven’s Genome is Sequenced

Everyone knows the famous, genius composer, Ludwig van Beethoven. He was born in 1770 in Bonn on the banks of the Rhine River and died in 1827 in Vienna. You can listen to a snippet of his music, here.

We are all about to know him even better.

Yesterday, amid much media fanfare and a press release, the genome and related findings about Beethoven were released by a team of renowned scientists in a collaborative effort. Research partners include the University of Cambridge, the Ira F. Brilliant Center for Beethoven Studies, the American Beethoven Society, KU Leuven, the University Hospital Bonn, the University of Bonn, the Beethoven-Haus Bonn, the Max Planck Institute for Evolutionary Anthropology and  FamilyTreeDNA. I want to congratulate all of these amazing scientists for brilliant work.

Beethoven’s Hair Revelations

In the past, we were unable to retrieve viable DNA from hair, but advances have changed that in certain settings. If you’re eyeing grandma’s hair wreath – the answer is “not yet” for consumer testing. Just continue to protect and preserve your family heirlooms as described in this article.

Thankfully, Beethoven participated in the Victorian custom of giving locks of hair as mementos. Eight different locks of hair attributed to Beethoven were analyzed, with five being deemed authentic and one inconclusive. Those locks provided enough DNA to obtain a great deal of different types of information.

Beethoven’s whole genome was sequenced to a 24X coverage level, meaning the researchers were able to obtain 24 good reads of his DNA, providing a high level of confidence in the accuracy of the sequencing results.

What Was Discovered?

Perhaps the most interesting discovery, at least to genealogists, is that someplace in Beethoven’s direct paternal lineage, meaning his Y-DNA, a non-paternal event (NPE) occurred. The paper’s primary authors referred to this as an “extra-pair-paternity event” but I’ve never heard that term before.

Based on testing of other family members, that event occurred sometime between roughly 1572 and Ludwig’s conception in 1770. The reported lack of a baptismal record had already raised red flags with researchers relative to Beethoven’s paternity, but there is nothing to suggest where in the five generations prior to Ludwig von Beethoven that genetic break occurred. Perhaps testing additional people in the future will provide more specificity.

We also discovered that Beethoven was genetically predisposed to liver disease. He was plagued with jaundice and other liver-related issues for much of his later life.

Beethoven, prior to his death, left a handwritten directive asking his physicians to describe and publicize his health issues which included progressive hearing loss to the point of deafness, persistent gastrointestinal problems and severe liver issues that eventually resulted in his death. Cirrhosis of the liver was widely believed to be his cause of death.

In addition, DNA in the hair revealed that Beethoven had contracted Hepatitis B, which also affects the liver.

The combination of genetic predisposition to liver disease, Hepatitis B and heavy alcohol use probably sealed his fate.

Additional health issues that Beethoven experienced are described in the paper, published in Current Biology.

It’s quite interesting that during this analysis the team devised a method to use triangulated segments that they mapped to various geographic locations, as illustrated above in a graphic from the paper. Fascinating work!!!

As a partner in this research, Cambridge University created a beautiful website, including a video which you can watch, here.

Beethoven’s Later Years

This portrait of Beethoven was painted in 1820 just 7 years before his death, at 56 years of age. By this time, he had been completely deaf for several years, had stopped performing and appearing in public. Ironically, he still continued to compose, but was horribly frustrated and discouraged, even contemplating suicide. I can’t even fathom the depths of despair for a person with his musical genius to become deaf, slowly, like slow torture.

His personal life didn’t fare much better. In 1812, he wrote this impassioned love letter to his “Immortal Beloved” whose identity has never been revealed, if it was ever known by anyone other than Beethoven himself. The letter was never sent, which is why we have it today.

FamilyTreeDNA

FamilyTreeDNA, one of the research partners published a blog article, here.

The FamilyTreeDNA research team not only probed Beethoven’s genealogy, they tested people whose DNA should have matched, but as it turns out, did not.

Beethoven’s mitochondrial DNA haplogroup is H1b1+16,362C, plus a private mutation at C16,176T. Perhaps in the future, Beethoven’s additional private mutation will become a new haplogroup if other members of this haplogroup have it as well. If you have tested your mitochondrial DNA, check and see if Beethoven is on your match list. If you haven’t tested, now’s a great time.

According to the academic paper, Beethoven’s Y-DNA haplogroup is I-Z139, but when viewing Figure 5 in the paper, here, I noticed that Beethoven’s detailed haplogroup is given as I-FT396000, which you can see in the Discover project, here.

Viewing the Time Tree and the Suggested Projects, I noticed that there are four men with that haplogroup, some of whom are from Germany.

The ancestor’s surnames of the I-FT396000 men, as provided in public projects include:

  • Pitzschke (from Germany)
  • Hartmann (from Germany)
  • Stayler
  • Schauer (from Germany)

If your Y-DNA matches Beethoven at any level, you might want to upgrade if you haven’t taken the Big Y-700 test. It would be very interesting to see when and where your most recent common ancestor with Beethoven lived. You just never known – if you match Beethoven, your known ancestry might help unravel the mystery of Beethoven’s unknown paternal lineage.

Beethoven’s DNA is in the FamilyTreeDNA database for matching, including Y-DNA mitochondrial and autosomal results, so you just might match. Take a look! A surprise just might be waiting for you.

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Genealogy Research

RootsTech 2023 – Truly United

Finally, finally, we were on our way, winging our way across the world from near and far – flying and motoring into snowy Salt Lake City for RootsTech. It seemed like we had been preparing forever, and Murphy visited many of us as gremlins trying to keep us away – but we persevered, and Murphy’s ploy just didn’t work.

Grab a cup of your favorite beverage, because you’re going to RootsTech with me!

I started out very early in dense fog which was a precursor to a nightmare at the airport. We didn’t know that yet, and the sun emerged beautifully as we were on our way.

Utah was blanketed with snow a few days before our arrival. We were hoping for no more snow.

The snow cover made for stunningly beautiful photos from the air.

The Kennecott Copper Mine outside Salt Lake City is three miles wide, nearly a mile deep and looked very interesting and beautiful laced with snow. These terraces are actually roughly 500 miles of dirt road. This used to be a mountain that was 8400 feet in elevation.

During the flight, I read about my ancestor, Stephen Hopkins and couldn’t help but think about how shocked he would have been that I flew across the country some 413 years after he was shipwrecked in Bermuda on the way to Jamestown, eventually lived in Jamestown for 4 years, sailed back to England, remarried, then arrived on the Mayflower in Plymouth Colony.

His ships and mine were very, very different.

FamilySearch Library

Some of us arrived early for research or meetings, or both.

FamilySearch took the opportunity presented during the Covid shutdown to remodel and upgrade the facilities significantly. The new library is both beautiful and super-functional.

The workstations now have three monitors.

There’s a lovely new break room with vending machines, tables, and a fridge.

To put things in perspective, the break room is larger than the preserved pioneer cabin that stands beside the library.

I’m struck by the contrast of the small cabin standing beside the FamilySearch library at left, and museum at right, and just a block away from skyscrapers.

Rather than leave and waste valuable research time, we had a picnic lunch in the break room.

I went to Salt Lake City early to visit the FamilySearch Library and attempt to break down a brick wall. I think I might have done that. We will see.

Other researchers did the same thing, and you can view a special GenFriends episode, here, hosted by Cheryl Hudson Passey, where several of us shared our excitement about our research, discoveries and simply gathering together again.

I was very excited to meet my cousin, Audrey Hill, for the first time in person, at the library. We’ve been collaborating for several months on our John Hill (1737-1805) and Catherine Mitchell (1738-1827) line. She’s already following up on a lead I never did (my bad.) Go Audrey!!

I spent two days perusing book after book after book in the Virginia and Maryland counties where my Dobkins and Johnson ancestors were known to have lived, then moved to the historically adjacent counties.

I was incredibly discouraged, but on the evening of the second day, back at my hotel again, I reviewed all of the library resources and noticed that I had missed one book that was shelved elsewhere.

Glory be, I *think* I’ve found him and his family.

My Peter Johnson line’s Y-DNA matches the Jochimsson (Yocum) line, so I have a LOT of work to do. But now at least I know where to dig!

I needed this entire book, not just a few pages.

Fortunately for me, Jim volunteered to scan the entire book at one of the new book-scanning stations.

I’m SOOO excited.

RootsTech and the FamilySearch library ran golf carts back and forth between the facilities throughout the conference.

Decisions, decisions.

Well, if you can’t decide, just go to the chocolate shop to think things over😊

The Night Before

Preconference events began on Wednesday evening with the media dinner which allows us to understand the layout, when to be someplace, and where that place might be. It also allows provides accurate information to pass on to you.

Of course, many of us have known each other for years. As the first event of RootsTech, after three years of being apart, it felt like one huge family reunion with everyone catching up. So many hugs!!!

And selfies.

It was wonderful to see Marie Cappart again. I’ll never forget walking down the street in Amsterdam with two friends and hearing someone shouting my name from some distance away. I turned around and there was Marie, running toward me, arms outstretched. What are the chances??

The influencers and media were treated to a tour of the show floor after setup was supposed to be complete.

Finishing touches were being put on the Expo Hall and booths. I guess I never realized how large these booths are and that they actually have to be “constructed”.

The next morning, the show would open and thousands of excited genealogists would descend on the Salt Palace for the next three days.

RootsTech Opens

Finally, the Salt Palace, with its legendary signs outside, was ready to receive genealogy guests.

Everyone was so happy to see each other again. My friends, Janna Helstein, Schelly Taladay Dardashti and Daniel Horowitz with MyHeritage photobombing the group. This was the best of several photos because we were all joyfully laughing so hard.

The absolute best part of RootsTech 2023 was seeing people again, in person. Zoom and similar platforms have been sanity-saving for the past three years – but they aren’t people.

Humans are, I think, wired for connection to each other.

I’ve worked “home office” for decades now, but not without regular contact with others.

The classes were great and there was a lot that was wonderful at RootsTech – but hands down, the best part was hugging so many people.

In case you aren’t aware, genealogists are huggers.

If someone were to have followed me around taking photos, there would have been hundreds of hugs. And I don’t mean polite greeting distant hugs. I mean the “OMG I haven’t seen you in a lifetime and everyone was concerned we might never see each other again” holding tight, never-letting-go hugs.

Mags Gaulden and I spotted each other in front of the WikiTree booth, and some kind soul took our picture. I tried to do a nice thing for her and made DNA masks, not remembering that she was allergic to my cat assistants. Thank goodness Mags realized it quickly enough to remove the masks before they had the opposite of the intended effect. I really do not want to be listed in her obituary! “Cause of death: Roberta’s masks.”

Tears streamed down people’s faces as they saw each other, especially that first day. And I don’t mean because of cat hair, either.

There were thousands of selfies joyfully taken. Lots of “blooper” ones too, but just the giddiness of being together again was intoxicating and overshadowed the challenges of the past few years. For a minute, or a few, everyone could just forget about everything else and enjoy our three-day adrenaline high.

And of course, sometimes things change, and many people weren’t there, for a variety of reasons. I missed so many people and there was more than one moment of silence.

Attendance

Here’s the RootsTech Expo Hall from the second floor. It felt like “coming home” after a long absence.

I was standing inside when the doors opened on the first day. People were waiting, but not the mob like past years.

In a Zoom call with RootsTech staff a week or ten days before the conference, they said they had 6000 paid admissions at that time, and a week or so later, they said they were anticipating the same number of attendees as 2020 which was about three times that number.

That number was clearly aspirational, but it didn’t happen.

I’ve been attending RootsTech since 2018, and the actual in-person attendance, based on observation, was lower than it has been since I’ve been attending. Of course, while we may be getting used to Covid, it’s not over and still a significant concern to many. I had my doubts.

Now that I’ve said that about attendance, let me expand. There were over a million registered online for the virtual sessions PLUS the livestreamed sessions that were held in person as well. I don’t know how many more than a million attended, but that number will only grow because those sessions remain available for viewing after RootsTech. In other words, Rootstech sessions have become a library which you can find and enjoy, here.

Clearly, more people in total were reached in 2023 than in 2020.

Questions for Attendees

This year, I had three in-person classes, and no virtual classes. All three were well-attended.

I don’t know how many people attended my sessions, but I know I took about 2000 DNAeXplain ribbons that were passed out to attendees at the exit doors of my classes if they wanted them for their RootsTech badges. I brought home maybe 100.

After everything is set up for the session (thank you Jim,) I always chat with the people in my sessions that show up early. There’s no reason not to have a little fun for everyone.

My first session was at 9:30 the first day, right after the conference opened at 9. I was passing out ribbons personally to people who were early and I saw the confused looks. So I demonstrated what to do with the ribbons with my own badge.

Ribbons on badges are a RootsTech staple, and it’s the only conference I’ve ever attended with that tradition. I realized, based on the confused looks, that we had several first-time attendees.

I was so excited to welcome people at the beginning of my first session, back to in-person genealogy, and that feeling was palpable throughout the room and the conference as a whole.

How Many First-Time Attendees?

When my session started, I asked how many people were attending RootsTech for the first time, and I was very surprised to discover that roughly half the room raised their hands.

Half!!!

That’s HUGE. No wonder there were so many confused looks about the ribbons.

My three sessions, in order, were:

  • DNA for Native American Genealogy: 10 Ways to Find Your Native American Ancestors
  • DNA Journey – Follow Your Ancestors Path
  • Big Y for the Win

I mention this because of the next questions I asked.

Who Has Taken a DNA Test for Genealogy?

In the first session, “DNA for Native American Genealogy,” I asked who had taken a DNA test, and more than half raised their hands, but several had not. Frankly, that surprised me given how long DNA testing has been available now. I talked to people afterwards, and the common thread for those who had not seemed to be:

  • They didn’t know which vendor or which DNA test to take for this purpose.
  • They thought the ancestor was too far back in time and they would not have any Native results. In my session, I talked about testing the older generations and your cousins. Also, that you don’t know what you don’t know. I asked how many people would purchase a book if they thought the answer to that question even MIGHT be inside, and every single person raised their hand.

I also pointed people to the Native section on my blog, to my book, DNA for Native American Genealogy, and to my second blog focused entirely on early Native American records, www.nativeheritageproject.com.

In the second class, “DNA Journey – Follow Your Ancestor’s Path,” probably three fourths of the class had taken a DNA test. That session was really fun. I used several case studies to illustrate how different kinds of DNA have broken down brick walls AND showed me exactly, and I mean literally exactly where my ancestors were from. I used Y-DNA, mitochondrial DNA and autosomal to accomplish this. Who among you DOESN’T want to stand where your ancestors stood?

Yep, we all do.

I think it was in the second class that I asked a question about how many people had taken the three different types of tests, and here’s the breakdown:

  • Who has taken a DNA test? – The majority of the room
  • Who has taken an autosomal test – It looked to be the same number of people as above
  • Who has taken (or sponsored) a Y-DNA test – Maybe 10% of the room
  • Who has taken a mitochondrial DNA test – A scattering of people

As genealogists, we need to do more Y-DNA and mitochondrial DNA testing, because we don’t know what we don’t know and may well be missing.

In the third class, “Big Y for the Win,” which included both Y-DNA STR testing and the Big Y-700, comparing and contrasting the tests, how to use them, and why the Big Y provides significant advantages, most of the people had taken some type of DNA test.

The second question I asked in the Big Y class was how many people had taken or sponsored a Big Y test, and significantly more than half had, which is what I would have expected.

However, given the session topic, I was surprised to learn that few had used the new, free, Discover Tools, or the recently released Group Time Tree. Both were developed and created by FamilyTreeDNA to maximize the usefulness of Y-DNA haplogroups, and they are amazing.

How Many People Have Tested?

As part of the information that I gathered during the conference, Ancestry has tested 23 million people and MyHeritage 6.5 million. I don’t have a current number for FamilyTreeDNA or 23andMe, but the last numbers I heard some months ago were 2 and 5 million, respectively.

There are clearly more (and new) people who are interested in genealogy and are still DNA testing candidates – especially Y-DNA and mitochondrial DNA which have separate inheritance paths, providing additional and unique benefits as compared to autosomal tests.

Keynotes

The keynote sessions were livestreamed, so you can still view them here. Be sure to watch Steve Rockwood’s welcome. He may be the CEO, but he’s an exceptionally caring, inspirational and humble, man.

I attended two of three keynote sessions. Each keynote session actually included three speakers, which was initially confusing.

Steve Rockwood’s message is that “All Means All” – everyone is included. He also thanked and encouraged people to not be further divisive during this difficult time, and instead to choose inclusion.

Steve asked several questions and in answer to his queries, attendees were encouraged to hold up their phones with their flashlight on. As you can see, the entire huge room is filled with light – our light. One at a time. We can all be the light. You can hear Steve’s message for yourself, here.

Another session I enjoyed immensely was Jordin Sparks, the youngest ever American Idol winner. I’ve been in concert venues that were smaller, so it was a real treat to enjoy this inspirational story plus four of her amazing songs.

I really encourage you to watch this video, especially if you love music. Even Jordin’s guitarist was wiping his eyes!

She literally played to a packed house and I don’t think there was a dry eye anyplace.

Jordin has an incredible voice and an inspirational story. Do yourself a favor and listen, here.

MyHeritage Keynote and Announcements

Aaron Godfrey, VP of Marketing with MyHeritage announced new products and initiatives during the keynote on day 2.

The new Photo Dater app, available soon, will estimate when a photo was taken based on clothes, hairstyles and other items in the photo.

Additionally, Aaron announced the cM Explainer, a wonderful new tool which predicts relationship estimates between DNA matches and includes the ages of the testers, among other factors. cM Explainer is incorporated into your DNA matches at MyHeritage in addition to being independently available for free, here.

I’ll be reviewing this new feature in an article, soon.

In another surprise, Aaron announced that MyHeritage has donated another 5000 kits to DNA Quest, for adoptees, here.

MyHeritage also introduced color coding for family trees, here. If you’re a MyHeritage user, this feature is already available for you on your tree, so check it out.

MyHeritage takes the “most new announcements at RootsTech” award with these new features.

Vendor Booth Sessions

Truth be told, I didn’t even get to visit all of the various booths. I meant to, but it just didn’t happen.

At least two vendors offered sessions throughout all three days. There were probably others, but between my three RootsTech sessions, three booth sessions and the book signing, in addition to keynotes, meetings and interviews, I just wasn’t able to attend many booth sessions.

The ones I did attend were wonderful. I focused on DNA, of course. Let’s start with FamilyTreeDNA.

Sherman McRae presented “Unexpected Y-DNA Results” in the FamilyTreeDNA booth where he’s showing how to utilize the Y-DNA Time Tree in the Discover tool, and the Group Time Tree.

You can view Sherman’s main session, Connect the Forefathers, here.

You just never know when a pilgrim is going to show up for your session.

Janine Cloud, an enrolled Cherokee tribal member and manager of Group Projects at FamilyTreeDNA discussed Y-DNA, mitochondrial and autosomal avenues to prove Native ancestors using DNA, using her own Cherokee ancestors as an example.

Dr Paul Maier, Population Geneticist, Goran Runfeldt, Head of Research and Michael Sager, Phylogeneticist answer questions about Y-DNA in the AMA (Ask Me Anything) session.

Paul and Goran also hosted an AMA for mitochondrial DNA as well, an often overlooked but valuable resource.

In addition to the Native American AMA session for FamilyTreeDNA which I gave with Janine, I gave two booth presentations for MyHeritage, “Time Travel with Your Ancestors” and “AutoClusters for the Win,” both of which were recorded meaning you  just might see them in the future.

The Time Travel session utilized the MyHeritage AI tools to see what my ancestors who came from specific regions or cultures might have looked like in that time and place. In the slide above the AI photo of my grandmother is combined with the document and with the Genetic Group that incorporates that part of Germany.

I combined the AI images with MyHeritage records that link those ancestors to a specific location, showing the predicted ethnicity, genetic groups when applicable, and then the actual location – some of which I’ve visited. My ancestor owned that windmill in the Netherlands, above. Combining these tools is so much FUN. My heritage provided the AI photos, records and ethnicity. I’m the one who did the traveling, of course, but in this way, time travel is possible!

I really enjoyed using this story-telling methodology that incorporates all 4 types of genealogy research and clues.

In the AutoClusters for the Win session in the MyHeritage booth, I discussed how I utilized AutoClusters to solve an adoption case in my own family, and how you can use this very powerful tool as well. The methodology I used works equally as well for genealogy mysteries.

In another MyHeritage booth presentation, Janna Helshtein told an amazing and moving story about her grandparents, their escape from the Holocaust, move to Israel, and more – in their own “voices” using MyHeritage’s Deep Story.

We all sat spellbound.

Janna also offers a free guide on how she created and integrated the Deep Story verbiage that her grandparents “spoke.” It was actually quite easy.

There was more to Janna’s story, but I don’t want to spoil it for you.

I believe MyHeritage intends to make their booth sessions available through social media.

Here, Janna and I are celebrating with a quick picnic style lunch after her presentation. She truly knocked it out of the park.

Shifting Attendance

I’m sharing my opinion here, and not anything a RootsTech spokesperson told me.

I was surprised that the in-person attendance was down as much as it was, truthfully. I think in-person was down by either half or maybe even two-thirds. Some decline wouldn’t have surprised me, but this much was sobering.

I was also VERY surprised that roughly half of the attendees were new. And that number could have actually been higher. That’s a good thing, meaning new people are being attracted to genealogy.

These two things, together, suggest the following to me:

  • The passing of time, Covid, and aging-out of some people caused some decline. I know several people who passed away during the past three years, not to mention those whose lives changed dramatically due to their partner’s illness, passing or life circumstances. Several people lost jobs or moved, or both, or are in that process now.
  • Now let’s flip this and say that the virtual and FREE capability for much of RootsTech made the conference accessible and available to many who could not attend in person. For that, I’m very grateful. I have a friend who has been very ill and participated by taking selfies of herself with the livestreamed sessions on her monitor behind her. She posted her photos on social media to be with us. That warmed my heart so much.
  • I think that the reason there were so many new people was because they were able to attend virtually during 2021 and 2022. Essentially this means that while virtual RootsTech was challenging for everyone on the behind-the-scenes production side, to put it mildly, it served to recruit many new genealogists who would not have participated in person had they not previously attended online.

Based on discussions at the media dinner table, and other statements by Steve Rockwood, CEO of FamilySearch, FamilySearch, including RootsTech, is reaching out to young people and to other areas of the world as well.

According to Steve, who, by the way, turns out to be my 11th cousin according to Relatives at RootsTech and the FamilySearch Tree, RootsTech will forever be a blended conference event.

This year, in addition to the local emcee, there were 15 people in other countries hosting in their locations, times and in their native languages.

This year there were 304 virtual classes, 205 in person, and some of those were streamed online as well.

Don’t forget that Relatives at RootsTech is still available through March 31st and you can contact cousins to collaborate. Some may represent Y-DNA or mitochondrial DNA testing lines that you need for matching and to complete your tree.

Vendors

That brings me to the topic of vendors.

Three of the four major DNA vendors were present, meaning Ancestry, FamilyTreeDNA and MyHeritage. 23andMe was absent in 2020 and again this year. Their last DNA innovation was their genetic tree in September of 2019.

Many of the smaller vendors were not in attendance. I had made friends with several of the Mom and Pop vendors and almost none of them were there this year, nor were many of the organizations and smaller companies. I spoke with several people and they said, almost universally, that the cost of the virtual booths over the past two years, the work involved, and the fact that those virtual booths did not generate many sales, not even equal to the amount of the booth rent, had soured the experience.

Not only are conference booths very expensive, so is the invested labor and time. For those of you who don’t know, booth rent is only a part of it. You want carpet? That’s more. A chair? That’s more. Two chairs? More. A trash basket? More. Oh, you need wireless to handle sales? LOTS more.

I’d say that the Expo Hall was only half to one third of the size it had been previously. Mind you, it’s still huge, especially compared to many other conferences, but I missed seeing many of my favorite vendors.

For example, neither Genealogical.com nor Deseret Books were there this year, so there was no bookstore, and neither were many of the fun t-shirt vendors or others that sold jewelry or genealogy-related merchandise.

I hope that FamilySearch will put their creative caps on and perhaps reach out to their vendors, both past and current, and figure out a way to make RootsTech vendors attractive to the online crowd. Perhaps a “search” game where you have to visit vendor booths to find items. Maybe there could be some permanent online stores as well.

There were fewer food vendors too, but in case anyone was wondering, I could still smell cinnamon-almonds throughout the facility😊

I did run into some of my long-time vendor friends.

My friend Jessica Taylor with Legacy Tree Genealogists. I regularly refer people seeking genealogists who understand both genealogy and DNA to Legacy Tree Genealogists.

I don’t need to tell you how much I love DNAPainter and it was great to see Jonny Perl and Patricia Coleman in the DNAPainter booth.

I feel kind of bad because I obviously caught Rob Warthen and Carol Carman by surprise in the East Coast Genetic Genealogy Conference booth, but it’s the only photo I have of their booth.

Last fall’s ECGGC conference was very successful and I’m planning to speak in person this year, in Baltimore, October 6-8, 2023. Save the date. Last year was the first year and it was wonderful.

My Book Signing

FamilyTreeDNA was kind enough to host my book signing for DNA for Native American Genealogy in conjunction with the Native American Ask Me Anything session. Many thanks to Joe Brickey for her help with this event as well.

After the AMA session, which was the final event of Saturday, just before closing, we took a group picture with the FamilyTreeDNA team, or at least the staff members in the booth at that time.

I did learn that perhaps the last thing Saturday might not be the best time for a book signing, because lots of people leave on Friday night. On the other hand, on Saturday, admission to the conference is free, at least to the show floor, with lots of children’s activities and programs for LDS families. Saturday is always very busy in terms of traffic, with sometimes more Saturday visitors than paying conference attendees. It will be interesting to see final RootsTech conference numbers.

The Thank You That Made My Day!!!

One lovely lady, Charis, came up to me after my first session and explained that she saw an ad for RootsTech. She decided she needed to purchase a ticket and attend. She had never heard of me, but she is very focused on documenting her Native ancestry. She sat in the front row in my first session and paid rapt attention. (Speakers do notice, in case you wondered.)

Charis came up to me afterwards and told me that this class alone was worth her registration fee.

She made my day, but I thought to myself that she would attend other sessions that she would find equally as valuable. After all, the conference was just beginning. She found me the next day and repeated what she had said. On day 3, she attended the Ask Me Anything session, arriving early. She said the said the same thing, AGAIN, and I asked if we could take a picture together. As presenters, we take our time, spend our money to attend these conferences, and invest the effort because we want to help people.

People like Charis make this all worthwhile.

Sweetness Personified

I’m sorry, I just can’t resist sharing the sweetest picture series ever.

In 2020, I met my cousin, Heidi Campbell and her baby at RootsTech. Three years later, I saw Heidi again, with a beautiful new addition to the family.

I just can’t tell you how wonderful it was to hold this baby. The last baby I held was Heidi’s little one, three years ago. The look on Heidi’s face is priceless too when he’s reaching for my glasses. He had the biggest smile EVER on his face and he’s booping noses with me. We had so much fun.

My heart just melted into a huge puddle. I so much wish they lived close so I could “grandma.” Thank you, Heidi, for sharing your sunshine with me.

Rolling Up the Sidewalks

On Saturday, literally at one minute after 3 when the conference closed, the workers at the Salt Palace started rolling up the sidewalks, or in this case, the carpets.

It’s a wrap!!!

Afterglow

At the Salt Lake City airport, I ran into two people and had the opportunity to talk to them again and hug goodbye once more. You’d think we would all have had enough of genealogy, but not a chance. More hugs, gratitude for togetherness, and anticipation for next year.

Winging my way home again, having walked about 6 miles each day, according to Fitbit, I was tired, desperately tired, and my everything hurt. However, I was also incredibly fulfilled to have connected again with old friends and met so many new people that I now look forward to seeing again. We are very fortunate to be members of such a wonderful, diverse and universal community.

I couldn’t help but think, as we crossed the winding Mississippi River, how fortunate we are that we have “time travel” in this way. I’m also struck with how many different ways we have to time travel, with Y-DNA and mitochondrial DNA at FamilyTreeDNA, autosomal testing and ethnicity at various vendors, and actual historical records that are becoming ever-more available remotely.

Using artificial intelligence, we can “see” our ancestor’s heritage in our own faces, or, in this case, the face of my grandfather using the MyHeritage AI Time Machine.

Using our DNA, we can identify the parts of those ancestors that we carry today, reaching back in time several generations with autosomal DNA. In addition to autosomal, both Y-DNA and mitochondrial DNA provide close matches and reach back in time, focused on one specific line, providing insights for millennia.

Time travel, truly reimagined.

There are so many ways to discover and connect with our ancestors available to us today. If we don’t carry the DNA of ancestors a few generations upstream, perhaps selected cousins do. We have several tools and databases at our disposal to find testers.

The DNA of our ancestors can and does actually lead us home, to them and, sometimes, exactly where they lived, as I illustrated with several case studies in my presentation, “Follow Your Ancestors Path.” Today, these options are available to everyone.

RootsTech is in the history books for another year, with new friendships made and old ones renewed. Indeed, we were finally reunited with each other, and introduced to cousins we had never met before. We shared tools, methodologies and information to identify our ancestors. We all left fervently hoping to be reunited again next year.

Please enjoy the amazing RootsTech musical finale here.

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More Opportunities at RootsTech 2023 – Book Signing & Booth Lecture Sessions

There are even MORE virtual and in-person opportunities at RootsTech beginning on March 2nd.

Collage graphic courtesy of Dr. Penny Walters

This is sort of like Where’s Waldo, except it’s “Where’s Roberta” at RootsTech 2023.

I’m giving my three RootsTech sessions of course, but that’s not all. I’m appearing for presentations in both the FamilyTreeDNA and MyHeritage booths, plus having a book signing for my book, DNA for Native American Genealogy.

Unfortunately, none of my RootsTech sessions are livestreamed, so please attend in person if you’re in Salt Lake City.

The Expo Hall vendor floor plan is here.

The entire floor plan, including the session rooms is here.

Here’s my schedule, followed by the FamilyTreeDNA and MyHeritage booth schedules. Both have wonderful, free, DNA and genealogy sessions.

Roberta – Thursday March 2

9:30 – 10:30 AM – DNA for Native American Genealogy – 10 Ways to Find Your Native American Ancestor – Room 155A

1 – 1:30 PM – Time Travel with Your Ancestors – MyHeritage Booth

3 PM – DNA Journey – Follow Your Ancestor’s Path – Room 255B

Roberta – Friday March 3

1:30 – 2:30 PM – Big Y DNA for the Win – Room 150

4 PM – AutoClusters for the Win – MyHeritage Booth

Roberta – Saturday March 4

1:30 – 2:00 PM – Native American AMA (Ask Me Anything) – FamilyTreeDNA Booth

2:00 – 2:30 PM – Book Signing – DNA for Native American Genealogy – FamilyTreeDNA Booth

About the Book Signing

It’s unfortunate that there won’t be a book vendor at RootsTech this year, but I’ll have some copies of my book along for purchase and signing.

For right now, plan on bringing either $30 in cash, or a check. I’m trying to work out credit card processing, but no promises.

If I run out of books, the show-special pricing of $30 will be honored by the publisher if you order and pay at the book signing.

I’m bringing book plates to sign so I can sign the plate for you, even if you need to order.

If you already purchased the book, come on by and I’ll be glad to sign a book plate for you as well, at least until I run out😊

Expo Hall Opportunities

Many vendors will be offering sessions in their booths, both in person and virtual. Please check them out.

You can register for RootsTech for free which gives you remote access and also access to the Expo Hall if you attend in person. Of course, the paid registration gives you access to the in-person sessions at RootsTech.

I wrote about how to sign up and navigate the RootsTech site, here.

There are a lot more sessions available in the Expo Hall, both virtual and in person, in the vendor booths.

I’m highlighting both FamilyTreeDNA and MyHeritage since they both focus on DNA and have scheduled free sessions from their own specialists plus industry leaders. Most booth sessions tend to be about half an hour.

MyHeritage Hall Lecture and Booth Schedule

Click to enlarge

I’m sure after the virtual Expo Halls opens, their schedule will be available there too.

FamilyTreeDNA Hall Lecture and Booth Schedule

FamilyTreeDNA (FTDNA) published two blog posts, one about the free virtual RootsTech sessions, here, and one about the in-person sessions, here. If you subscribe to their blog, here, you’ll received updates during the week as they feature different sessions. Also, check their virtual booth after the Expo Hall opens.

SLC Local Time Thursday March 2 Friday March 3 Saturday March 4
9:30 (AM) Y DNA: An Overview of your Results – Katy Rowe – Ballroom A – livestreamed Let’s Play Connect Forefathers! -Sherman McRae – Ballroom A – livestreamed
10:30 What You Can Do with DNA – Katy Rowe – FTDNA Booth Native American Roots – Janine Cloud – FTDNA Booth Which Test is Best for Me? – Janine Cloud – FTDNA Booth
1:00 PM FamilyTreeDNA Sponsor Spotlight – Main Stage Y-DNA AMA (Ask Me Anything) – Dr. Paul Maier, Goran Runfeldt, Michael Sager Mitochondrial DNA AMA (Ask me Anything) – Dr. Paul Maier, Goran Runfeldt
1:30 Unexpected Y-DNA Result – Sherman McRae – FTDNA Booth Just in Time for Groups – Jim Brewster – Virtual Live Demo through FTDNA Expo Hall booth Native American AMA (Ask Me Anything) – Roberta Estes – FTDNA Booth
2:00 Book Signing – DNA for Native American Genealogy – Roberta Estes – FTDNA booth
3:00 Unexpected Y DNA Result – Sherman McRae – FTDNA booth
4:00 Which Test is Best for Me? – Janine Cloud – FTDNA Booth

Rootstech Live Webinars Versus Livestreamed Sessions

There has been some confusion about the difference between RootsTech Live Webinars and Livestreamed sessions, and how to access each. I know this is confusing, so bear with me.

  • It appears that the free virtual registration will give you access to the live webinars, because the speakers and their sessions are listed both under the in-person and the virtual on-demand classes, here.
  • The paid registration gives you access to the sessions that will be given in person and also livestreamed.

There is no list (or filter ability) of livestreamed or live webinar sessions, but it’s easy to see if you go to the list of in-person sessions, here, and look under location where it will say “Live Webinar” if the session is just a webinar. However, this list does NOT tell you if the session is livestreamed.

Let’s look at an example.

Here are the first two sessions for Thursday.

Click to enlarge

The first session listed is a Live Webinar, meaning there is no in person room to visit. This sessions ALSO appears on the virtual list of classes, if you look there.

The second session physically takes place in Ballroom A. If you click on the session, and scroll to the bottom, you’ll see this statement about livestreaming. That means you go to Ballroom A if you are in SLC or you can view the session by visiting this link and clicking at the red arrow to join. I believe these will be available later too, but I have no confirmation of that.

This session is NOT listed in the free “on demand” sessions, so I believe any in-person session is only available with a paid registration.

The message is to plan your RootsTech sessions in advance.

Over and Out Until RootsTech

How can it possibly just be just four days until RootsTech. The suspense builds every single day because we know there will be announcements and it will be wonderful to see our genea-friends in person again. It feels like it has been forever.

This is it for me until RootsTech. My schedule is absolutely jam-packed slammed busy, but I will try to write and publish something everyday so you folks can “come along” with me.

I have a media pass this year, so I’ll be trying to grab photos of people, including the main stage speakers, and asking what are hopefully relevant questions. Maybe some behind the scenes things too. I’m not sure how much access we have.

There are sure to be some interesting surprises, planned or unplanned. There always are. Personally, I’m just extremely grateful that RootsTech wasn’t this week, given their 2 feet of snow, or I would have been interviewing people in the hotel lobby and maybe coordinating games of Euchre or perhaps modifying Jeopardy for “Who’s Your Ancestor?” “I’ll take pilgrims for $200.”

It would be miserable to be snowed in literally one block from the FamilySearch Library and not be able to get there. Mother Nature, hopefully, has gotten this out of her system as this week promises to be less weather-challenged. Knock wood!

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Relatives at RootsTech – How to Use & Connect with DNA

Relatives at RootsTech is back and I’m so very glad to see it.

Let me show you how to use this wonderful tool, including tips for how to get even more out of the experience.

It’s important to start now to accumulate your cousins, because there’s a display limit of 300 in each category, so you’ll want to begin recording your findings so that as more people sign up and are added to your list, you don’t “lose” the earlier relatives.

Let’s start with my link. Click here.

You’ll be prompted to sign in to your FamilySearch account, or create one. If you don’t have an account, create one now.

Right now, the number of participants is doubling every few days.

Let’s take a look at how Relatives at RootsTech works and how it can benefit you.

Surnames

At first glance, the surname tool doesn’t look terribly exciting, but there’s a hidden gem, especially for newer genealogists.

I entered my surname and one other, knowing there is probably no common locations other than the US. Kvochick is very rare and unique.

The results show two interesting things. First, the genesis of the surname, and second, the total number of people in the FamilySearch tree in both of the common locations for both surnames.

Be sure to try variant spellings too.

After you sign in, you’ll be asked to update your profile which is how you join in on the fun. If you signed up for Relatives at RootsTech last year, that doesn’t count for this year. You need to opt-in for this year’s festivities.

RootsTech Relatives

After you sign in, you’ll see how many of your relatives have joined.

Of the 60,461 total who have joined, according to the FamilySearch tree, I’m related to about 15% of them. That sure gives new perspective to how many people we’re related to. And just think if those brick walls didn’t exist. We’d be related to just about everyone. Far enough back, we’re all related, literally.

Your Relatives at RootsTech are displayed in three ways.

By location, ancestor or family line.

Relatives by Location

Your first view will be by all locations (including people who did not select a location,) but displayed in closest to most distant relationship order. For me, that’s the most interesting part.

These people, my closest relatives, are the people most likely to have critical pieces of information that I don’t have or know about. Like family stories, or photos, for example.

I know one of these people, but not the rest. I’m dying to know who they are and how we are related.

For me, the map itself isn’t terribly useful, but it would be if some members of your family were from distinct locations.

Not everyone opts in to have their location displayed. The “173” in the center is the people who generically selected United States.

Relatives by Family Line

The Family Line display shows you the number of people by parent or grandparent. Unfortunately, you can only view 300 of your matches in each line, which is disappointing.

However, there’s a better way to view your relatives.

Relatives by Ancestor

For me, the best way to view relatives is by ancestor. This also circumvents the 300 limit to some extent, unless you have more than 300 relatives for any one ancestor.

I have two relatives who also descend from Curtis Benjamin Lore. It’s Jen and Jill again, my closest relatives.

I’m quite interested in these people, because Curtis is my great-grandfather and he was a very interesting man. I know Jen and Jill are interested in genealogy too, or they would not have signed up for RootsTech Relatives, this year, in the past few days. This is not a stale list.

I’ll be messaging them as soon as I’m finished with this article!!!

Please note that FamilySearch does not label half-relationships accurately.

Jen and Jill are my HALF second cousins twice removed, which will affect the expected amount of shared DNA. Their ancestors, Edith and Maude were half-sisters through their father, not full sisters. One of the reasons I’m so interested in communicating with Jen and Jill is because I’m not at all sure that those half-sisters knew each other existed.

Maintaining Contact

For each relative found, you can view your relationship, message them, or add them to your contact list. Be aware – your contact list “saves” this person, but it does not tell you how you’re related. That’s where either a Word document, with screen shots of how you’re related, or a spreadsheet where you can detail that information is important.

If you have messaged people in the past, those messages are still in your message box in the upper right-hand corner.

I generally provide my email address when I message relatives.

Displaying the Relationship

If you click on the “Relationship” button, you’ll see how FamilySearch believes you’re related to each match.

My relationship with an Acadian cousin, beginning with our common ancestor, is shown above. Grab a screen shot so you can remember. I drop them into a spreadsheet or Word document.

These matches are based on FamilySearch’s one world type of tree. I don’t have to tell you to be cautious because, like any tree, there are erroneous connections. This connection, at least on my side (left hand,) seems to be accurate. I don’t have Jeanne Chebrat’s second marriage to Jehan Piorier in my file, so I’ll need to check that out. Many times FamilySearch, WikiTree, Ancestry, or MyHeritage has connected documents or sources. In this case, here’s the WikiTree entry for Jeanne.

See, I’ve found something interesting already.

Search for People

On the toolbar, if you click on the right arrow, you’ll notice there’s one more option – Search.

If you think one your cousins might be attending, either virtually or in person, you can search by surname. I entered Estes out of curiosity.

This is quite interesting, because some other poor soul is also named Roberta Estes. You KNOW I’ll be messaging her. I’m pretty sure I know who this is, because we’ve been getting mixed up for years. Unless, of course there are actually three of us interested in genealogy.

However, where this Search option really shines is if you’re looking for males who descend from a particular line as candidates for Y-DNA testing.

Bingo!

I suggest doing this name search for each surname in your tree.

The Share Button is Critically Important

Sharing is the key to encouraging people to participate.

This button on the main page is how I generated the link for you to use to see if we’re related.

There’s a “Share” button in several locations. However, you’ll want to be sure you know exactly what you’re sharing. In some cases, it will be the surname comparison information or other information that you’re viewing. 

However, on the bottom of your Relatives pages, Share will generate a message link to/through several programs or apps so people can sign in to see if they are related to you.

You can also just copy the link and send it to someone in a text message or otherwise.

If you generate a message to share, you’ll see what will be posted, so you’ll know for sure exactly what you’re sharing. I wanted to post the link for my friends on Facebook to see if we are related, and that’s exactly what was generated.

If you follow the link to see if we are related, be sure to tell me, or anyone else whose link you follow.

Next, Connect with DNA

Relatives for RootsTech is a wonderful segway into DNA testing.

Remember, with the 300-relative limit, different searches will produce different results including people that won’t be included due to the 300 limit in other searches. Be creative and search in multiple ways. Add your relatives to your spreadsheet or Word document, then record whether they’ve DNA tested, at which vendor(s) and if you match there.

There are various ways to utilize Relatives at RootsTech for DNA.

  • Y-DNA candidates for the direct paternal line for males – The Search by surname can provide you with Y-DNA testing candidates. They may already have tested their Y-DNA with FamilyTreeDNA or their autosomal DNA with at least one vendor, so just message them and ask. Tell them which databases you’re in. Viewing Relatives by Ancestor can be very useful for this same purpose, especially if you have multiple unrelated lines with the same surname.
  • Mitochondrial DNA – the Relatives by Ancestor tool is very useful for locating mitochondrial DNA testing candidates, especially since you can easily see how they are descended from your common ancestor. Mitochondrial DNA is passed from women through all females to the current generation, which can be male or female. Any of your cousins, of either sex, are candidates so long as they descend from your target ancestor through all females.
  • DNA Pedigree Chart – If you’re building your own DNA Pedigree Chart with the Y-DNA and mitochondrial DNA of each ancestral line, consider offering a DNA testing scholarship to people who carry those lines that are missing in your DNA Pedigree Chart.
  • Testing Candidates – Anyone is a good candidate for autosomal testing. No second cousin or closer has ever not matched. Ask your cousins if they have tested and tell them which DNA databases you are in. Furthermore, suggest that they upload their DNA to FamilyTreeDNA and MyHeritage for free to utilize their tools and find matches that aren’t in the other databases. GEDmatch isn’t a testing company, but is another free database where you may find people who tested at Ancestry. Unfortunately, Ancestry does not provide segment information for matching or painting, so hopefully you’ll be able to find your Ancestry matches elsewhere.
  • Databases – Be sure you’re in all of the databases (Ancestry, 23andMe, FamilyTreeDNA, MyHeritage and GEDmatch) so you can be found and you can find your relatives.
  • DNAPainter – If you’re painting your segments at DNAPainter, you can paint your matching segments from 23andMe, FamilyTreeDNA, MyHeritage or GEDmatch. Ancestry is the only vendor that does not provide matching segment information for their customers.
  • DNA Search – If your cousin has used their actual name when registering at FamilySearch, sort by ancestor, then search your DNA matches at the various vendors for that cousin’s name. The beauty of Relatives at RootsTech is that the relationship is already sorted by ancestor, so that piece of the puzzle has already been assembled for you, which is exactly the opposite of most DNA matches. Of course, this does not preclude errors or connections through multiple ancestors.

Limited Time – March 31 is the End

If I had a FamilySearch genie and could get one wish, it would be that they would leave Relatives for RootsTech up and available until the next RootsTech. I need time to work on these relationships.

However, that’s not the case, and Relatives for RootsTech ends on March 31st.

Therefore, it’s important to begin building your spreadsheet, or however you’re going to record your relatives, NOW. Check your list often so none of those precious matches will roll off of your list and become unavailable. Access to the complete relative match list, meaning no 300 limit would be my second wish from the FamilySearch genie.

To preserve the ability to communicate with your relatives, message them now or at least add them to your contact list – WITH A NOTE IN YOUR SPREADSHEET AS TO HOW YOU’RE RELATED. Otherwise, that information will not be available after March 31st.

You’ll want to use the same spreadsheet from year to year, as some of the relatives signing up this year probably did last year too.

Ready, Set, Relatives at RootsTech

Have fun. Be sure to let me know if we’re related and how!!!

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ThruLines Suggests Potential Ancestors – How Accurate Are They?

I wanted to evaluate the accuracy of Ancestry’s ThruLines suggested Potential Ancestors when compared with a tree I know is accurate. I conducted an experiment where I created a small tree on Ancestry for a DNA tester that included only the first two generations, meaning grandparents and great-grandparents.

Click to enlarge any image.

This gave Ancestry enough data to work with and means that for the upstream ancestors, Ancestry’s ThruLines suggested specific people as ancestors.

How well did Ancestry do? Are the Potential Ancestors suggested by Ancestry accurate? How do they make those suggestions anyway? Are they useful?

I do have a second, completely separate, full tree connected to my other DNA test, and I do know who those ancestors are, or, in some cases, I know who they aren’t. I’ve had the privilege of working intensively on my genealogy for decades, so I can easily compare what is known and proven, or what has been disproven, to Ancestry’s suggested Potential Ancestors.

We’ll start with the great-grandparents’ generation, but first, let’s talk about how ThruLines works. I’ve previously written about ThruLines here and here.

How ThruLines Works

ThruLines is a tool for people who have taken an AncestryDNA test and who link themselves to their position on their tree. Linking is a critical step. If you don’t link the DNA test to the proper profile, the tester won’t have ThruLines. I provided step-by-step instructions, here.

I want to emphasize this again, ThruLines is a TOOL, not an answer. It may or may not be accurate and it’s entirely UP TO YOU to take that hint, run with it, and verify or disprove. Ancestry is providing you with a hint.

Essentially, the more ancestors that you provide to Ancestry, generally, the better they can do when suggesting additional Potential Ancestors. They do need something to work with. I wrote about that in the article Optimizing Your Tree at Ancestry for More Hints and DNA ThruLines.

If you don’t provide at least your parents and at least your grandparents in a tree, it’s unlikely that Ancestry will be able to provide Potential Ancestors for you.

I added two generations above the parents in this experiment in order to provide Ancestry with a significant “hook” to latch onto to connect with:

  • Other DNA testers who match the tester AND
  • Other people’s trees, whether the tree-owners have tested their DNA or not

So yes, to be clear, Ancestry DOES:

  • Use the trees of other people whose DNA you match AND have the same ancestors in their tree
  • Along with the trees of people you don’t match (or who haven’t DNA tested,) to propose ancestors for you

ThruLines only reaches back to ancestors within 7 generations, meaning the ancestor is the tester’s 5th great-grandparent or closer.

Most suggested Potential Ancestors in ThruLines have descendants who have tested and are DNA matches to you, but not necessarily all.

On your tree itself, the ThruLines “3 people” icon shows on the ancestors that have Thrulines.

Click to enlarge

Looking at this graphic of my tree, you can see that ThruLines ends at the 7th generation, but Potential Ancestors continue to be suggested beyond 7 generations. Note generation 9, below, which is beyond ThruLines but has Potential Ancestors suggested based entirely on other people’s trees.

ThruLines stops at 7 generations, but Potential Ancestor suggestions do not.

In the above example, in generation 7, Michael McDowell (1720-1755) is a known ancestor and has a ThruLine, but his wife is unknown. Ancestry has suggested a Potential Mother for Michael McDowell (1747-1840) who is also the spouse of Michael McDowell (1720-1755).

Here’s the ThruLines suggestion for Michael McDowell’s wife.

Ironically, there are no DNA matches for either Michael or Eleanor. However, there are DNA matches for their child who clearly descends from Michael. This may be an example of a situation where the other testers are beyond the 7th generation, so they don’t show as matches for our tester in Michael’s generation. The other possibility, of course, is a glitch in ThruLines.

(For those familiar with the Michael McDowell (1720-1755) lineage, Eleanor is his mother, not his wife. His wife is unknown, so this Potential Ancestor is incorrect.)

Potential Ancestors Without DNA Matches

A person may still be suggested as a Potential Ancestor even without any DNA matches.

I have seen situations where a parent has DNA matches to several ThruLine ancestors, but their child has the same suggested ancestor with zero DNA matches listed because the child and the match are one generation too far removed to be listed as a DNA match on ThruLines.

Yet, if you search the child’s match list for the individual listed as a DNA match to their parent through that ancestor, that match is also on the child’s match list.

In the chart that follows, you can see that ancestors in the midrange of generations have many DNA matches, but as you approach the 7th generation, the number of matches drops significantly, and some even have zero. That’s because both people of a match pair have to be within the generational boundary for ThruLines to list them as matches.

In some cases, the ancestor is not suggested for the child in ThruLines because the ancestor is the 6th great-grandparent of the child. If you look directly at the child’s tree, the Potential Ancestor may be suggested there.

Points to Remember

  • The difference between ThruLines and Potential Ancestors is that Potential Ancestors are still suggested beyond the hard 7 generation or 5 GG boundary for ThruLines.
  • ThruLines may suggest Potential Ancestors with or without DNA matches.
  • Potential Ancestors, either within or beyond ThruLines must connect to someone in your tree, or another Potential Ancestor or ancestors who connect to someone in your tree.

Incorrect Ancestors and Discrepancies

An incorrect ancestor can be listed in multiple people’s trees, and Ancestry will suggest that incorrect ancestor for you based on the associated trees. At one point, I did a survey of the number of people who had the incorrect Virginia wife listed for my ancestor, Abraham Estes, and the first 150 trees I viewed had the wrong wife. We have church record proof of her death in England before his children were born by his colonial Virginia wife. Garbage in, garbage out.

That doesn’t mean those trees aren’t useful. In some cases, the information “saved” to that person in those incorrect trees shows you exactly what is out there and can’t be correct. For example, if there is a death record and burial for someone, they can’t also be alive 50 years later in another location. Or someone born in 1780 can’t have been a Revolutionary War veteran. Sometimes you’ll discover same name confusion, or multiple people who have been conflated into one. Other times, you may actually find valid hints for your own ancestor misplaced in someone else’s tree. Always evaluate.

You “should” have the same number of matches to the man and woman of a couple if neither of them had descendants with another partner, but sometimes that doesn’t happen. I would presume that’s due to tree discrepancies among your matches or other trees on Ancestry.

If the same ancestor is listed with multiple name spellings or similar differences, I have no idea how Ancestry determines which version to present to you as a Potential Ancestor. That’s why ThruLines are hints. Ancestry does show you the various trees they utilized and allows you to peruse them for hints for that suggested ancestor.

Just click on the Evaluate button. Unfortunately, neither of these trees have any records for this ancestor.

If you click on the tree, you are then given the opportunity to add Eleanor (meaning the potential ancestor) to your tree from their tree.

I STRONGLY, STRONGLY suggest that you DO NOT do this. By adding information directly from other people’s trees, you’re introducing any errors from their tree into your tree as well.

If you click through to their tree, you’ll often find that they used someone else’s tree as their “source,” so misinformation propagates easily. Seeing “Ancestry Family Trees” as a source, especially in multiple records, provides you with an idea of the research style of that tree owner. This also conveys the message to less-experienced researchers that copy/pasting from other trees is a valid source.

Use this information provided as hints and do your own research and evaluation.

Where Do Potential Ancestors Come From?

Let’s view an example of an incorrect Potential Ancestor suggestion and proof-steps you can utilize to help validate or potentially disprove the suggestion.

We know that George Middleton Clarkston/Clarkson is NOT the father of James Lee Clarkson based on Y-DNA testing where the descendants of the two men not only don’t match, they have a completely different haplogroup. They do not share a common paternal ancestor. Furthermore, proven descendant groups of both men do not have autosomal DNA matches.

However, George Middleton Clarkson is suggested as a Potential Ancestor in ThruLines as the father of James Lee Clarkson.

Mousing over the ThruLines placard shows 98 DNA matches to other people who claim descent from George Middleton Clarkson. How is it possible to have 98 matches with descendants of George Middleton Clarkson, yet he’s not my ancestor?

Many people just see that “98,” which is a high number and think, “well, of course he’s my ancestor, otherwise, I wouldn’t match all those descendants.” It’s not that simple or straightforward though. It’s certainly possible to all be wrong together, especially if you’re dealing with long-held assumptions in the genealogy community and trees copies from other people’s trees for decades.

To view the ThruLine detail for George Middleton Clarkson, just click on the placard.

The ThruLine for George Middleton Clarkson has three attributed children with DNA matches. Let’s evaluate.

  • ThruLines Child 1 is my own James Lee Clarkson that has been erroneously attached to George Middleton Clarkson. However, the Y-DNA of the three various lines, above, does not match. That erroneous connection alone counts for 80 of those 98 matches. If all of those people who match me do descend from our common ancestor, James, those matches all make sense.

According to early histories, James Lee Clarkson was believed to be George’s son based on geographic proximity between the state of Franklin in eastern Tennessee and Russell County, Virginia, but then came DNA testing which said otherwise.

This DNA grouping from the Clarkson/Claxton DNA Project at FamilyTreeDNA shows that the men, above, which includes descendants of James Lee Claxton/Clarkson, all match each other.

  • ThruLines Child 2 is Thomas Clarkston who has 17 DNA matches through 7 of his children.

By clicking on the green evaluate button for Thomas, we see that two of the DNA related trees have records, but three do not.

The first tree is quite interesting for a number of reasons.

  1. Thomas Clarkson is found in Lee County, VA, in relatively close proximity to where James Lee Clarkson is first found in Russell County, VA as an adult in 1795.
  2. There is no actual documentation to connect Thomas Clarkson with George Middleton Clarkson who was hung in 1787 in the lost State of Franklin, Tennessee, now Washington and Greene Counties in Tennessee. It has been “accepted” for years that Thomas descends from George Middleton based on information reportedly passed down within that family long before the internet.

The Claxton/Clarkson DNA Project at FamilyTreeDNA shows the Thomas lineage. This lineage reaches back into England based on Y-DNA matches – a huge and important hint for the Thomas descendants that they won’t be able to obtain anyplace else.

Note that Thomas’s Y-DNA does not match that of James Lee Clarkson/Claxton which means these people must match me through a different line. That’s not surprising given that many of the families of this region intermarried for generations.

  • ThruLines Child 3 is David Claxton, who has one DNA match, so let’s look at that by clicking on the green evaluate button.

You’ll see that this ancestor through David Claxton was recommended based on:

  • One DNA match with a tree with 0 source records, and
  • Zero Ancestry member trees of people whose DNA I don’t match, or that haven’t DNA tested

Checking this tree shows no sources for the following generations either, so I have no way to evaluate the accurace of the tree.

However, I did track his descendants for a generation or so and found them in Wilson County, TN, which allowed me to find them in the Clarkson/Claxton Y DNA Project at FamilyTreeDNA.

In the Clarkson/Claxton DNA project, we see that this David Claxton of Wilson County, TN is in a third DNA group that does not match either the James Lee Claxton or the Thomas Claxton line.

Furthermore, look at the hints for the descendants of David Claxton based on the Y-DNA matches. This link appears to reach back to a Clayton in Kirkington, Yorkshire.

ThruLines Conflation

In this case, three men of similar or the same surnames were cobbled together as sons of George Middleton Clarkson where clearly, based on Y-DNA testing, those three men are not related to each other paternally and do not share a common paternal ancestor. They cannot all three be descendants of George Middleton Clarkson.

It’s amazing how much is missed and erroneously inferred by NOT testing Y-DNA. In very short order, we just proved that the ThruLine that connected all three of these men to George Middleton Clarkson as their ancestor is inaccurate.

In defense of Ancestry, they simply used user-submitted erroneous trees – but you have it within YOUR power to search further, and to utilize Y-DNA or mitochondrial DNA testing for additional clarification. This Clarkson/Claxton information was freely available, publicly, by just checking.

You can find surname or other projects at FamilyTreeDNA, by scrolling down, here, or simply google “<surname you seek> DNA Project.”

How Can These People All Match the Tester?

If we know that the male Claxton/Clarkson line is not the link between these matches, then why and how do these people all DNA match the tester? That’s a great question.

It’s possible that:

  • They match the tester through a different ancestor
  • There has been a genetic disconnect in the Claxton/Clarkson line and the match is through the mother, not the Claxton/Clarkson male
  • Some of the other testers’ genealogy is in error by including George Middleton Clarkson in their trees
  • People accept the George Middleton Clarkson suggestion, adding him to their tree, propagating erroneous information
  • The descendants of James Lee Clarkson/Claxton match because he is their common ancestor, but connecting him to George Middleton Clarkson is erroneous
  • The 15 cM match (and potentially others) is identical by chance
  • The Y-DNA disproved this possibility in this case. In other cases, the matches could have been from the same biological Clarkson/Claxton line, but the testers have their ancestor incorrectly attached to George Middleton Clarkson/Claxton. In this case, we can’t say which of David Claxton, James Lee Claxton and/or Thomas Claxton are or are not individually erroneously connected to George Middleton Clarkson, but we know for a fact that David’s, James’ and Thomas’s descendant’s Y-DNA does not match each other, so they can’t all three be descendants of George Middleton Clarkston. Furthermore, there is no solid evidence that ANY of these three men are his descendant. We know that these three men do not share a common direct paternal ancestor.

I recommend for every male line that you check the relevant Y-DNA project at FamilyTreeDNA and see if the information there confirms or conflicts with a suggested ancestor, or if a descendant hasn’t yet tested. I also STRONGLY recommend that a male in the relevant surname line that carries that surname be asked to test in order to verify the lineage.

ThruLine Ranking

I’m going to rank Ancestry’s suggested Potential Ancestors by awarding points for accuracy on their Potential Ancestor ThruLines suggestions and subtracting points for incorrect Potential Ancestor suggestions. This chart is at the end with links to my 52 Ancestor’s articles for those ancestors.

OK, let’s take a look, beginning with the great-grandparent generation.

Great-Grandparents

I entered all of these ancestors and they are connected to their children, the tester’s grandparents. They are not connected to their parents for purposes of this article, although I do know who the parents are, so let’s see how Ancestry does making Potential Ancestor suggestions through ThruLines.

Ancestors (above example) that are NOT framed by a dotted line and who are NOT labeled as a “Potential Ancestor” have been connected in their tree by the DNA tester, meaning you.

The next generations, below, are all framed by dotted lines, meaning they are Potential Ancestor suggestions provided by Ancestry. Potential Ancestors are always clearly marked with the green bar.

Eight 2nd Great Grandparents

In this generation, because I have not connected them, Ancestry has suggested Potential Ancestors for all sixteen 2X Great-Grandparents.

I’ve provided gold stars for the correct ancestor information meaning both the name and the birth and death date within a year or a decade when they died between census years.

Of these 16, three are completely accurate and the rest were at least partially accurate.

I repeated this process for each one of the suggested Potential Ancestors in the 3rd, 4th and 5th great grandparent categories as well, completing a ranking chart as I went.

Ranking Chart

I’ve ranked Ancestry’s accuracy in their Potential Ancestor recommendations.

  • +2 points means the name AND birth and death years are accurate within a year or decade if they died within a census boundary
  • +1 point means that EITHER the name OR the birth and death dates are (mostly) accurate, but not both
  • 0 means uncertain, so neither positive or negative
  • -1 point means that NEITHER the name NOR birth and death dates are accurate but it’s clear that this is meant to be the correct person. In other words, with some work, this hint could point you in the right direction, but in and of itself, it is inaccurate.
  • -2 means that the person suggested is the wrong person

I’ve been generous where there was some question. I’ve linked these ancestors where I’ve written their 52 Ancestors stories. [LNU] means last name unknown. It’s worth noting that one of the trees Ancestry has available to utilize for Potential Ancestors is my own accurate tree with many source documents for my ancestors.

# Generation Ancestry Name & Birth/Death Years Correct Name & Birth/Death Years # Matches Points Awarded Y or mtDNA Confirmed
1 2nd GGP John R. Estes 1788-1885 John. R. Estes 1787-1885 110 2 Yes
2 2nd GGP Nancy Ann Moore 1789-1865 Ann Moore or Nancy Ann Moore c1785-1860/1870 112 1 Need mtDNA through all females
3 2nd GGP Lazarus Dotson 1785-1861 Lazarus Dodson 1795-1861 46 -1 Yes
4 2nd GGP Elizabeth Campbell 1802-1842 Elizabeth Campbell c 1802-1827/1830 46 1 Yes
5 2nd GGP Elijah R. Vannoy 1782-1850 Elijah Vannoy 1784-1850s 82 -1 Yes
6 2nd GGP Rebecca Lois McNeil 1781-1839 Lois McNiel c1786-c1830s 81 -1 Yes
7 2nd GGP William Crumley ?-1859 William Crumley 1788-1859 97 1 Yes
8 2nd GGP Lydia Brown Crumley 1796-1847 Lydia Brown c1781-1830/1840 112 -1 Yes
9 2nd GGP Henry Bolton 1741-1846 Henry Frederick Bolton 1762-1846 152 -1 Yes
10 2nd GGP Nancy Mann 1777-1841 Nancy Mann c1780-1841 134 1 Yes
11 2nd GGP William Herrel 1803-1859 William Harrell/Herrell c1790-1859 31 1 Yes
12 2nd GGP Mary McDowell 1785-1871 Mary McDowell 1785-after 1872 45 2 Yes
13 2nd GGP Fairwick Clarkson 1800-1874 Fairwix/Fairwick Clarkson/Claxton 1799/1800-1874 82 2 Yes
14 2nd GGP Agnes Sander Muncy 1803-1880 Agnes Muncy 1803-after 1880 106 1 Yes
15 2nd GGP Thomas Charles Speak 1805-1843 Charles Speak 1804/1805-1840/1850 60 1 Yes
16 2nd GGP Ann McKee 1805-1860 Ann McKee 1804/1805-1840/1850 60 1 Yes
17 3rd GGP George M. Estes 1763-1859 George Estes 1763-1859 76 1 Yes
18 3rd GGP Mary C. Younger 1766-1850 Mary Younger c1766-1820/1830 75 -1 Yes
19 3rd GGP William Moore 1756-1810 William Moore 1750-1826 72 1 Yes
20 3rd GGP Susannah Harwell 1748-1795 Lucy [LNU] 1754-1832 69 -2 Need Lucy’s mtDNA through all females
21 3rd GGP Lazarous Dotson 1760-1826 Lazarus Dodson 1760-1826 42 1 Yes
22 3rd GGP Janet Jane Campbell 1762-1826 Jane [LNU] c1760-1830/1840 38 -2 Need mtDNA through all females
23 3rd GGP John Campbell 1772-1836 John Campbell c1772-1838 65 1 Yes
24 3rd GGP Jane Dobkins 1780-1860 Jane Dobkins c1780-c1860 22 2 Yes
25 3rd GGP Francis Vanoy/Vannoy 1746-1822 Daniel Vannoy 1752-after 1794 76 -2 Yes
26 3rd GGP Millicent “Millie” Henderson 1755-1822 Sarah Hickerson 1752/1760-before 1820 76 -2 Need mtDNA through all females
27 3rd GGP William McNeil/McNeal 1760-1830 William McNiel c1760-c1817 116 1 Yes
28 3rd GGP Elizabeth Shepherd McNeil 1766-1820 Elizabeth Shepherd 1766-1830/1840 115 -1 Yes
29 3rd GGP William Crumley 1767-1837 William Crumley c1767-c1839 59 1 Yes
30 3rd GGP Hannah Hanner “Hammer” 1770-1814 unknown 60 -2 Have her mtDNA
31 3rd GGP Jotham Sylvanis Brown 1765-1859 Jotham Brown c1740-c1799 100 -2 Yes
32 3rd GGP Ruth Johnston Brown Phoebe Cole 1747-1802 97 -2 Incorrect person but have correct mtDNA
33 3rd GGP Henry Bolton 1720-1757 Henry Bolton 1729-1765 88 1 Yes
34 3rd GGP Sarah Corry 1729-1797 Sarah Corry 1729-1797 80 2 Need mtDNA through all females
35 3rd GGP Robert James Mann 1753-1801 James Mann 1745-? 77 -1 Need Y-DNA
36 3rd GGP Mary Jane Wilson 1760-1801 Mary Brittain Cantrell c1755-? 80 -2 Incorrect but have correct mtDNA
37 3rd GGP John Herrell 1761-1829 John Harrold c1750-1825 19 -1 Yes
38 3rd GGP Hallie Mary [LNU] c1750-1826 18 -2 Need mtDNA through all females
39 3rd GGP Michael McDowell-McDaniel 1737-1834 Michael McDowell c17471840 25 -2 Yes
40 3rd GGP Sarah Isabel “Liza” Hall Isabel [LNU] c1753-1840/1850 27 -2 Need mtDNA through all females
41 3rd GGP James Lee Clarkson 1775-1815 James Lee Clarkson c1775-1815 170 2 Yes
42 3rd GGP Sarah Helloms Cook 1775-1863 Sarah Cook 1775-1863 188 1 Yes
43 3rd GGP Samuel Munsey-Muncy 1767-1830 Samuel Muncy after 1755-before 1820 108 1 Yes
44 3rd GGP Anne W. Workman 1768-1830 Anne Nancy Workman 1760/1761-after 1860 107 -1 Yes
45 3rd GGP Rev. Nicholas Speak 1782-1852 Nicholas Speak/Speaks 1782-1852 93 2 Yes
46 3rd GGP Sarah Faires Speak 1782-1865 Sarah Faires 1786-1865 93 -1 Yes
47 3rd GGP Andrew McKee 1760-1814 Andrew McKee c1760-1814 86 2 Yes
48 3rd GGP Elizabeth 1765-1839 Elizabeth [LNU] c1767-1838 88 2 Yes
49 4th GGP Moses Estes 1742-1815 Moses Estes c1742-1813 27 1 Yes
50 4th GGP Luremia Susannah Combes 1747-1815 Luremia Combs c1740-c1820 33 -1 Need mtDNA through all females
51 4th GGP Marcus Younger 1735-1816 Marcus Younger 1730/1740-1816 30 2 Yes
52 4th GGP Susanna Hart* 1725-1806 Susanna [possibly] Hart c1740-before 1805 26 -1 Yes
53 4th GGP William Moore 1725-1757 James Moore c1718-c1798 25 -2 Yes
54 4th GGP Margaret Hudspeth 1725-1808 Mary Rice c1723-c1778/1781 26 -2 Need Mary Rice mtDNA through all females
55 4th GGP Samuel “Little Sam” Harwell 1716-1793 Incorrect 36 -2
56 4th GGP Abigail Anne Jackson 1712-1793 Incorrect 33 -2
57 4th GGP Rawleigh “Rolly” Dodson 1730-1793 Raleigh Dodson 1730-c1794 19 2 Yes
58 4th GGP Elizabeth Mary Booth 1728-1793 Mary [LNU] c1730-1807/1808 27 -2 Need Mary’s mtDNA through all females
59 4th GGP Nancy Ann Steele 1728-1836 Unknown mother of Jane [LNU], wife of Lazarus Dodson 16 -2 Need Jane’s mtDNA through all females
60 4th GGP James Campbell 1742-1931 Charles Campbell c1750-c1825 28 -2 Y DNA confirmed NOT this line
61 4th GGP Letitia Allison 1759-1844 Incorrect 31 -2
62 4th GGP Jacob Dobkins 1750-1833 Jacob Dobkins 1751-1835 91 1 Yes
63 4th GGP Dorcas (Darcas) Johnson 1750-1831 Darcus Johnson c1750-c1835 92 2 Yes
64 4th GGP John Francis Vannoy 1719-1778 John Francis Vannoy 1719-1778 47 2 Yes
65 4th GGP Susannah Baker Anderson 1720-1816 Susannah Anderson c1721-c1816 59 2 Need mtDNA through all females
66 4th GGP Thomas Hildreth Henderson 1736-1806 Charles Hickerson c1725-before 1793 37 -2 Have Hickerson Y-DNA
67 4th GGP Mary Frances “Frankie” McIntire 1735-1811 Mary Lytle c1730-before 1794 37 -2 Need mtDNA from all females
68 4th GGP Rev. George W. McNeil 1720-1805 George McNiel c1720-1805 143 1 Yes
69 4th GGP Mary Sarah Coates 1732-1782 Sarah/Sallie or Mary [maybe] Coates c1740-1782/1787 139 1 Need mtDNA through all females
70 4th GGP John James Sheppard Shepherd 1734-1810 Robert Shepherd 1739-1817 136 -2 Have Shepherd Y-DNA
71 4th GGP Sarah Ann Rash 1732-1810 Sarah Rash 1748-1829 178 -1 Yes
72 4th GGP John Crumbley 1737-1794 William Crumley 1736-1793 77 -2 Have Crumley Y-DNA
73 4th GGP Hannah Mercer 1742-1774 Hannah Mercer c1740-c1773 73 2 Yes
74 4th GGP John Hanner (Hainer) Incorrect 19 -2
75 4th GGP Jotham Brown 1740-1799 Incorrect 183 -2 Have Brown Y-DNA
76 4th GGP Phoebe Ellen Johnston 1742-1810 Incorrect 182 -2
77 4th GGP Moses Johnston 1746-1828 Incorrect 45 -2
78 4th GGP Eleanor Havis 1753-1837 Incorrect 47 -2
79 4th GGP Henry Boulton 1693-1737 John Bolton before 1693-after 1729 23 -2 Have Bolton Y-DNA
80 4th GGP Elizabeth Bryan 1658-1742 Elizabeth Goaring 1795-1729 22 -2 Need mtDNA through all females
81 4th GGP Thomas Curry (Corry) 1705-1729 Thomas Curry 1705-1729 25 2 Need Curry Y-DNA
82 4th GGP Monique “Moniky” Curry 1704-1729 Monique Demazares 1705-1729 25 1 Need mtDNA through all females
83 4th GGP Robert James Mann 1740-1787 John Mann 1725-1774 26 -2 Need Mann Y-DNA
84 4th GGP Sarah Susannah McCloskey 1716-1797 Frances Carpenter 1728-1833 28 -2 Need mtDNA through all females
85 4th GGP Benjamin “Col. Ben” Colonel Wilson 1733-1814 Incorrect 28 -2
86 4th GGP Mary Ann Seay 1735-1814 Incorrect 29 -2
87 4th GGP John Hugh McDowell 1695-1742 Michael McDowell c1720-after 1755 7 -2 Incorrect but have correct Y-DNA McDowell Y-DNA
88 4th GGP Mary Magdalena Woods 1705-1800 Incorrect 8 -2
89 4th GGP Ebenezer Hall 1721-1801 Incorrect 6 -2
90 4th GGP Dorcas Abbott Hall 1728-1797 Incorrect 6 -2
91 4th GGP George Middleton Clarkston/Clarkson 1745-1787 Incorrect 98 -2 Incorrect but have correct Clarkson Y-DNA
92 4th GGP Catherine Middleton 1764-1855 Incorrect 94 -2
93 4th GGP William Henry Cook 1750-1920 Joel Cook before 1755 – ? 83 -2 Need Cook Y-DNA
94 4th GGP Elizabeth Wall 1747-1826 Alcy [LNU] c 1755-? 91 -2 Yes
95 4th GGP Obediah Samuel Muncy 1735-1806 Samuel Muncy 1740-1799 33 -1 Yes
96 4th GGP UFN Obediah Muncy wife Unknowen (sic) 1728-1843 Agnes Craven 1745-1811 27 -2 Need Agnes Craven Need mtDNA through all females
97 4th GGP Joseph Workman 1732-1813 Joseph Workman c1736-c1813 64 2 Yes
98 4th GGP Phoebe McRay McMahon 1745-1826 Phoebe McMahon c1741-after 1815 64 1 Yes
99 4th GGP Charles Beckworth Speake/Speaks 1741-1794 Charles Speake c1731-1794 47 1 Yes
100 4th GGP Jane Connor 1742-1789 Incorrect, unknown first wife 40 -2 Need mtDNA through all females
101 4th GGP Gideon Farris 1748-1818 Gideon Faires before 1749-1821 54 -1 Yes
102 4th GGP Sarah Elizabeth McSpadden 1745-1821 Sarah McSpadden c1745-c1820 55 1 Yes
103 4th GGP Hugh McKee 1720-1795 Unknown 34 -2
104 4th GGP Mary Nesbit 1732-1795 Unknown 35 -2
105 4th GGP Private (sic) Unknown father of Elizabeth, wife of Andrew McKee 35 -2
106 4th GGP Anna Elizabeth Carney [wife of “private”] Incorrect 35 -2
107 5th GGP Moses Estes 1711-1788 Moses Estes 1711-1787 13 2 Yes
108 5th GGP Elizabeth Jones “Betty” Webb 1718-1782 Elizabeth [LNU] 1715/1720-1772/1782 5 -2 No known daughters
109 5th GGP George W. Combs 1714-1798 John Combs 1705-1762 6 -2 Need Combs Y-DNA
110 5th GGP Phebe Wade ?-1830 Incorrect 6 -2 Need mtDNA of John Combs first wife through all females
111 5th GGP Sarah Ferguson 1700-1781 Incorrect 3 -2
112 5th GGP Anthony Hart 1700-? Possibly Anthony Hart but no evidence 3 0
113 5th GGP Charles Rev. Moore 1685-1734 Incorrect 4 -2
114 5th GGP Mary Margaret Barry Moore 1690-1748 Incorrect 4 -2
115 5th GGP Ralph Hudspeth II* 1690-1776 Incorrect 9 -2
116 5th GGP Mary Carter 1699-1737 Incorrect 3 -2
117 5th GGP Samuel Harwell 1674-1767 Incorrect 3 -2
118 5th GGP Mary Ann Coleman*8th Ggm (sic) 1678-1723 incorrect 6 -2
119 5th GGP Ambrose (Sar) Jackson 1695-1745 Incorrect 6 -2
120 5th GGP Anne Amy Wyche 1692-1765 Incorrect 6 -2
121 5th GGP George E Dodson (DNA) (sic) 1702-1770 George Dodson 1702-after 1756 23 -1 Yes
122 5th GGP Margaret Dogett Dagord 1708-1770 Margaret Dagord 1708-? 24 1 Need mtDNA through all females
123 5th GGP James Booth 1700-1741 Incorrect 4 -2
124 5th GGP Frances Dale Booth (15great aunt) (sic) 1688-1777 Incorrect 3 -2
125 5th GGP Samuel Scurlock Steele 1709-1790 Incorrect 2 -2
126 5th GGP Robert R. Campbell 1718-1810 Incorrect 34 -2
127 5th GGP Lady: Letitia Crockett 1719-1760 Incorrect 8 -2
128 5th GGP John A. Dobkins 1717-1783 John Dobkins c1710-c1788 20 1 Yes
129 5th GGP Mary Elizabeth Betty Moore 1739-1815 Elizabeth [LNU] c1711-? 20 -2 Need mtDNA through all females
130 5th GGP Peter Johnson 1715-1796 Peter Johnson/Johnston c1720-c1794 0 1 Yes
131 5th GGP Mary Polly Phillips 1729-1790 Mary Polly Phillips c1726-? 1 2 Need mtDNA through all females
132 5th GGP Francis Janzen Vannoy Van Noy 1688-1774 Francis Vannoy 1688-1774 8 1 Yes
133 5th GGP Rebecca Anna Catherine Anderson 1698-1785 Rebecca Annahh Andriesen/ Anderson 1697-1727 13 -1 Need mtDNA through all females
134 5th GGP Cornelius Anderson (Andriessen) 1670-1724 Kornelis Andriesen 1670-1724 5 2 Yes
135 5th GGP Annetje Annah Opdyck 1670-1746 Annetje Opdyck c1675-after 1746 5 2 Need mtDNA through all females
136 5th GGP Thomas Hildret Henderson 1715-1794 Incorrect

 

3 -2
137 5th GGP Mary Frisby 1709-1794 Incorrect 3 -2
138 5th GGP Alexander (Alex) McEntire 1707-1802 Incorrect 12 -2
139 5th GGP Hannah Janet McPherson 1711-1792 Incorrect 15 -2
140 5th GGP Thomas James McNeil 1699-1803 Incorrect 25 -2
141 5th GGP Mary Hannah Parsons 1697-1784 Incorrect 27 -2
142 5th GGP John Coates 1699-1732 Incorrect 21 -2
143 5th GGP Sarah Ann Titcombe 1710-1732 Incorrect 22 -2
144 5th GGP George Sheppard, Shepherd 1716-1751 George Shepherd c1700-1751 42 1 Have Shepherd Y-DNA
145 5th GGP Elizabeth Mary Angelicke Day (Daye) 1699-? Elizabeth Mary Angelica Daye 1699-after 1750 41 1 Need mtDNA through all females
146 5th GGP Joseph Rash 1722-1776 Joseph Rash before 1728-c1767 36 1 Yes
147 5th GGP Mary Warren 1726-1792 Mary Warren 1726-? 36 1 Yes
148 5th GGP James L Crumley/Cromley 1712-1784 James Crumley c1711-1764 11 -1 Yes
149 5th GGP Catherine Bowen Gilkey 1712-1784 Catherine [LNU] c1712-c1790 11 -1 Need mtDNA through all females
150 5th GGP Edward Willis Mercer 1704-1763 Edward Mercer 1704-1763 5 1 Yes
151 5th GGP Ann Lueretias Coats 1710-1763 Ann [LNU] 1699/1705-c1786/1790 5 -2 Need mtDNA through all females
152 5th GGP Daniel Brown 1710-1798 Incorrect 39 -2
153 5th GGP Mary Brown 1717-1777 Incorrect 40 -2
154 5th GGP Zopher “Elder” Johnson/Johnston* 1700-1804 Incorrect 51 -2
155 5th GGP Elizabeth Williamson Cooper 1703-1794 Incorrect 49 -2
156 5th GGP Joseph Benjamin Johnson (6th ggf) (sic) 1709-1795 Incorrect 3 -2
157 5th GGP Elizabeth Shepard 1709-1786 Incorrect 3 -2
158 5th GGP John (Boulware) Havis (Rev/war) (sic) 1728-1807 Incorrect 4 -2
159 5th GGP Susannah Gentile Boullier (Boulware) 1733-1817 Incorrect 3 -2
160 5th GGP Henry Boulton Jr. 1652-1720 Incorrect 22 -2
161 5th GGP Elizabeth Bryan 1658-1742 Incorrect, linked in two generations Duplicate not processing -2
162 5th GGP Norton Bryan 1634-1672 Incorrect 2 -2
163 5th GGP Elizabeth Middlemore 1640-1658 Incorrect 2 -2
164 5th GGP Guillam Demazure 1685-1706 Guillam Demazares before 1685-after 1705 2 2 Need Y-DNA
165 5th GGP Marie Demazure 1686-1705 Marie [LNU] before 1686-after 1705 2 1 Need mtDNA through all females
166 5th GGP John Robert Mann {Minnis} 1711-1772 Incorrect 3 -2
167 5th GGP Anne Vincent 1711-1747 Incorrect 3 -2
168 5th GGP Joseph David McCluskey 1693-1756 Incorrect 3 -2
169 5th GGP Barbara S Rohlflag 1695-1755 Incorrect 3 -2
170 5th GGP Willis Wilson, Jr. 1710-1794 Incorrect 4 -2
171 5th GGP Elizabeth Goodrich ?-1789 Incorrect 4 -2
172 5th GGP Reverend James Matthew Seay 1696-1757 Incorrect 7 -2
173 5th GGP Elizabeth (James M Seay) Wilson or Lewis 1696-1752 Incorrect 6 -2
174 5th GGP Ephriam Samuel McDowell 1673-1774 Murtough McDowell before 1700-1752 0 -2 Yes
175 5th GGP Margaret Elizabeth Irvine 1674-1728 Eleanor [LNU] before 1700-after 1730 1 -2 Need mtDNA through all females
176 5th GGP Michael Marion Woods 1684-1782 Incorrect 9 -2
177 5th GGP Mary Catherine Woods 1690-1742 Incorrect 9 -2
178 5th GGP Joseph Hall 1680-1750 Incorrect 0 -2
179 5th GGP Sarah Kimball Hall Haley 1686-1752 Incorrect 0 -2
180 5th GGP Edward Abbott 1702-759 Incorrect 0 -2
181 5th GGP Dorcas Mehitable Chandler 1704-1748 Incorrect 0 -2
182 5th GGP James Anderson Clarkston 1717-1816 Incorrect 17 -2
183 5th GGP Thomasina Elizabeth Middleton 1720-1796 Incorrect 17 -2
184 5th GGP Harlace Middleton Incorrect 5 -2
185 5th GGP Capt. Vallentine Felty Kuke Cook 1730-1797 Incorrect 25 -2
186 5th GGP Michael Wall 1728-1749 Incorrect 11 -2
187 5th GGP Rebecca Chapman 1725-1791 Incorrect 11 -2
188 5th GGP Samuel Scott Muncy 1712-1786 Samuel Muncy 1712-after 1798 50 -1 Yes
189 5th GGP Mary Daughtery Skidmore 1710-1797 Mary Skidmore c1710-1811 51 -1 Need mtDNA through all females
190 5th GGP Abraham Woertman Workman 1709-1749 Abraham Workman 1709-1813 26 1 Yes
191 5th GGP Hannah Annetje (Smith) Workman 1706-1747 Annetie Smith 1714-? 26 1 Need mtDNA through all females
192 5th GGP Hugh McMahon 1699-1749 Hugh McMahon 1699-1749 17 2 Need Y-DNA
193 5th GGP Agnas Norton 1699-1747 Agnas Norton after 1700-? 17 2 Need mtDNA through all females
194 5th GGP Thomas Bowling Speake V 1698-1765 Thomas Speak c1634-1681 11 -2 Yes
195 5th GGP Jane Barton/Brisco Smoote 1714-1760 Elizabeth Bowling 1641-before 1692 12 -2 No known daughters
196 5th GGP William Farris 1714-1776 William Faires/Farris before 1728-1776 11 1 Yes
197 5th GGP Deborah Johnson Faries 1734-1812 Deborah [LNU] 1734-1812 11 1 Need mtDNA through all females
198 5th GGP Thomas of Borden’s Grant McSpadden 1720-1765 Thomas McSpadden c1721-1785 19 1 Yes
199 5th GGP Mary Dorothy Edmondson (Edmundson, Edmiston, Edmisten) 1721-1786 Dorothy [possibly Edmiston] 1721-? 28 1 Yes
200 5th GGP Thomas Alexander McKee, Sr 1693-1769 Incorrect 7 -2
201 5th GGP Tecumseh Margaret Opessa Pekowi 1695-1780 Incorrect 6 -2
202 5th GGP Thomas F Nesbit 1707-1783 Incorrect 7 -2
203 5th GGP Jean McKee 1707-1790 Incorrect 7 -2
Total -163

Please note that I will provide a free Y-DNA testing scholarship at FamilyTreeDNA for any male descending through all men from the male ancestor where it’s noted that Y-DNA is needed. Y-DNA is typically the surname line in most western countries.

I will also provide a mitochondrial DNA testing scholarship at FamilyTreeDNA for anyone who descends from the women where it’s noted that mitochondrial DNA is needed. Mitochondrial DNA passes through all females to the current generation, which can be male or female.

If this is you or a family member, please reach out to me.

The Scores

Of the 203 ancestors for which Ancestry provided a Potential Ancestor, they could have amassed a total of 406 points if each one provided an accurate name and accurate birth and death dates within a reasonable margin. If they were completely wrong on every one, they could have earned a negative score of -406.

Ancestry’s ThruLine accuracy score was -163, meaning they were wrong more than right. Zero was the break-even point where there was equally as much accurate information as inaccurate.

In fairness though, the older ancestors are more likely to be wrong than the more recent ones, and there are more older ancestors given that ancestors double in each generation. Once Ancestry provided a wrong ancestor, they continued down that wrong path on up the tree, so once the path was incorrect, it never recovered.

Regardless of why, Ancestry suggested incorrect information, and as we know, many people take that information to heart as gospel. In fact, many people even call these *TrueLines* instead of *ThruLines*.

Ok, how did Ancestry do?

Category Total Percent
+2 – Both Name and Date Accurate or Within Range 24 11.82%
+1 – Name and/or Date Partly Accurate 41 20.2%
0 – Uncertain 1 0.49%
-1 – Neither Name nor Date Accurate, but Enough Context to Figure Out With Research 22 10.84%
-2 – Inaccurate, the wrong person 115 56.65%

 Take Aways – Lessons Learned

This leads us to the lessons learned portion.

  • Never, ever, take ThruLines or Potential Ancestors at face value. They are hints and nothing more. Ancestry states that “ThruLines uses Ancestry trees to suggest how you may be related to your DNA matches through common ancestors.” (Bolding is mine.)
  • Verify everything.
  • Never simply copy something from another tree or accept a hint of any kind without a thorough evaluation. No, your ancestor probably did not zigzag back and forth across the country every other year in the 1800s. If you think they did, then you’ll need lots of information to prove that unusual circumstance. Extraordinary circumstances require extraordinary proof.
  • Never add extraneous “things” to names like “DNA match” or name someone “Private,” unless, of course, that was actually their name. Extraneous “pieces” in names confuses Ancestry’s search routines too, so you’re hurting your own chances of finding relevant information about your ancestor, not to mention ThruLines for others.
  • Naming someone “Private” isn’t useful if they are attached to other non-private people as ancestors, siblings and descendants. Just sayin…
  • Once the first incorrect ancestor is suggested, ThruLines continues to go up the incorrect tree.
  • In the the older or oldest generations, a small number of DNA matches for a particular ancestor may simply mean that lots of people are beyond the ThruLines match reporting thresholds. Unfortunately, Ancestry does NOT have a function where you can hunt for matches by ancestor.
  • In the the older or oldest generations, a small number of DNA matches may also mean it’s either the wrong ancestor, or they have few descendants, or few have tested.
  • The number of matches, in either direction, is not directly predictive of the accuracy of the suggested ancestor.
  • One of the best ways to validate ancestor accuracy is to match other descendants through multiple children of the ancestor, assuming that the children have been assigned to that ancestor properly. Recall George Middleton Clarkson where the three male children assigned to him do not have the same Y-DNA.
  • Another validation technique is to also match descendants of both parents of the ancestor(s) in question, through multiple children.
  • Remember that paper trail documentation is an extremely important aspect of genealogy.
  • Do not rely on trees without sources, or on trees with sources without verifying that every source is actually referencing this specific person.
  • Same name confusion is a very real issue.
  • For male ancestors, always check the Y-DNA projects at FamilyTreeDNA to verify that males attached as children have descendants with matching Y-DNA.
  • Always test males for their surname line. You never know when you’ll either prove or disprove a long-held belief, or discover that someplace, there has been a biological break in that line.
  • Y-DNA matches can provide extremely valuable information on earlier ancestral lines which may lead to breaking through your brick wall.
  • Mitochondrial DNA testing and matching of descendants is sometimes the only way of proving maternity or discovering matches to earlier ancestors.
  • Both Y-DNA and mitochondrial DNA, via haplogroups, can provide origins information for that one specific line, meaning you don’t have to try to figure out which ancestor contributed some percentage of ethnicity or population-based DNA.
  • Everyone can test their mitochondrial DNA, inherited from their direct matrilineal line, and men can test their Y-DNA, which is their surname line.
  • Remember that ThruLines can only be as good as the trees upon which it relies.
  • Review the source trees for each Potential Ancestor provided, evaluating each source carefully, including notes, images and web links. You just never know where that diamond is hiding.

How Can Ancestry Improve ThruLines, Potential Ancestors and Provide Customers with Better Tools?

To improve ThruLines and/or Potential Ancestors, Ancestry could:

  • My #1 request would be to implement a “search by ancestor” feature for DNA matches. This would be especially beneficial for situations where matches are beyond the 5GG threshold, or if someone is testing a hypothesis to see if they match descendants of a particular person.
  • Provide a “dismiss” function, or even a function where a customer could provide a reason why they don’t believe a connection or suggestion is accurate. This could travel with that link for other users as well so people can benefit from commentary from and collaboration with others.
  • Provide all DNA matches to people who share a specific ancestor, even if one person is beyond the 5 GG level. Currently, if both people are beyond that threshold, the match won’t show for either, so that’s no problem. The hybrid way it works today is both confusing and misleading and the hard cutoff obfuscates matches that have the potential to be extremely useful. Often this is further exacerbated by the 20 cM thresold limit on shared matches.
  • Add a feature similar to the now defunct NADs (New Ancestor Discoveries) where Ancestry shows you a group of your matches that descend from common ancestors, but those ancestors are NOT connected to anyone in your tree. However, DO NOT name the tool New Ancestor Discoveries because these people may not be, and often are not, your ancestors. If you’re related to a group of people who all have these people in THEIR tree as ancestors, that alone is a powerful hint. You might be descended from their ancestors, from the spouse of one of their children – something. But it’s information to work with when you have brick walls where Ancestry cannot connect someone as a potential ancestor directly to someone in your tree. Even locations of those brick-wall-breaker possible ancestors would be a clue. In fact, it’s not terribly different than the Potential Ancestors today, except today’s Potential Ancestors are entirely tree based (beyond ThruLines) and dependent upon connecting with someone in your tree. These new Brick-Wall-Breaker Potential Ancestors are (1.) NOT connected to your tree, and (2.) are all a result of DNA matches with people who have these ancestors in their tree.
  • If you already map your segment information at DNAPainter, the Brick-Wall-Breaker ancestral lineage connection would be immediately evident if Ancestry provided DNA segment location information. In other words, there are answers and significant hints that could be available to Ancestry’s customers.
  • Extend ThruLines for (at least) another two generations. Today ThruLines ends at the point that many people begin running into brick walls about the time the US census began. Using a 25-year generation, the current algorithm gives you 175 years (about 1825 starting with the year 2000), and a 30-year generation gives you 210 years (about 1790). Extending that two additional generations would give testers two more generations, several more Potential Ancestors, and 50-60 more years, approaching or reaching across the US colonial threshold.
  • Extending ThruLines and adding that Brick-Wall-Breaker functionality wouldn’t be nearly as important if customers could search by ancestor and download their match with direct ancestor information, similar to the other vendors, but since we can’t, we’re completely reliant on ThruLines and Potential Ancestors for automated connections by ancestor. Downloading your match list including a list of each person’s direct ancestors and matching segments would provide resources for many of these customer needs, without Ancestry having to do significant major development. If nothing else, it could be an interim stepping-stone.

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